Infront Portfolio Manager

Release Notes

• General information on the release notes
• Service Pack 6.67
• Service Pack 6.66
• Fix Pack 6.65.5
• Fix Pack 6.65.4
• Fix Pack 6.65.3
• Fix Pack 6.65.2
• Service Pack 6.65
• Service Pack 6.64
• Fix Pack 6.63.2
• Service Pack 6.63
• Service Pack 6.62
• Fix Pack 6.61.3
• Service Pack 6.61
• Service Pack 6.60
• Fix Pack 6.59.1
• Service Pack 6.59

Interface and operation

• Introduction
• Start program
• Intro
• Desktop
• Operating concept
• Workspaces
• Explorer
• Shelves
• Search
• Templates
• Tables
• Diagrams
• Operating the integrated browser
• Reports
• Report folders
• Navigation
• Help
• Further basic functions

Portfolio analysis

• Start depot evaluations
• Parameters of the securities account evaluations
• Represent assets
• Analyze performance
• Measuring and monitoring risk
• Highlighting income and expenses
• Simulate changes in assets
• Transactions
• More
• Standard report folders

Reporting and alerting

• Jobs
• Scheduled Reporting
• Loss threshold reporting
• Alerting
• Batch export
• Price data export
• Saving reports in ZIP archives
• Archive documents

Customer groups

• Groups
• Filter/Finder
• Customers
• Stocks
• Material depot
• Monitoring

MiFID II services

• Target market service in the Infront Portfolio Manager
• Customer profiling in the Infront Portfolio Manager
• Cost service in the Infront Portfolio Manager
• General information about the cloud services

Ordering and rebalancing

• Portfolio rebalancing
• Order book
• Order placement

ESG data in the Infront Portfolio Manager

• General information on the ESG data
• ESG categories
• ESG data in standard templates
• Report ESG class analysis
• Report ESG portfolio analysis
• Report ESG portfolio analysis compact
• Report PAI analysis
• ESG portfolio analysis
• ESG securities analysis
• ESG asset classifications
• ESG restriction schemes
• Information about Coverage
• ESG data packages

Tools

• Bond calculator
• Bond scenario analysis
• Fund calculator
• Options and warrants calculator
• Option strategy calculator
• Money management
• Calculator
• "Tool" view type in the workspace configuration

Data maintenance

• Manage clients/portfolios
• Investment guidelines
• Manage transactions
• Manage securities
• Manage other objects
• Data status
• Rates and factors
• Data migration
• Change tracking
• Info Center
• Data update Infront Portfolio Manager

Configuration

• General settings
• Edit basic asset classes and asset classifications
• User-defined fields
• Configure valuation places
• Manage yield curves
• Configure secure interest rates
• User-defined security names
• Set up trading venues for PSI Order Entry
• Configure plausibility checks
• Data exchange
• Risk service
• User administration in the Infront Portfolio Manager
• Features for the Infront Advisory Solution
• Configure fields for services
• Multilingualism
• Intraday Online Service

Securities analysis

• Securities data maintenance
• Evaluations for securities analysis
• Share analysis
• Fund analysis
• Fundamental data online
• Analysis
• Indices
• Certificates
• Warrant analysis
• Chart analysis
• Signal control
• EDG certificate rating
• Correlation matrix
• News
• Literature

Postbox: Configurations in the Infront Portfolio Manager

• Requirements for using the Postbox via Infront Portfolio Manager
• Postbox settings in the master data of persons
• Upload documents to the postbox
• Re-encrypt Postbox documents after password change
• Automatic uploading of documents to the postbox
• Save documents for mailing
• External mailboxes

Advisory process

• Activity definitions
• Persons
• Configure advisory checks
• Prospects

MM-Talk

• Introduction MM-Talk
• The formula editor
• Basics MM-Talk
• Application examples
• MM-Talk reference

Administration

• Installation and system requirements
• Database tool
• User administration
• Data update
• Time control
• Portfolio Manager Server
• Windows service
• System diagnostics
• Third-party components

Downloads

• Templates and program extensions
• Further instructions