Infront Portfolio Manager

Permanently delete a holder's investment profile

You can delete profiles created in the profiling service for an owner (including their portfolios and linked persons) directly in the Infront Portfolio Manager.
Proceed as follows:

  1. Select the command INHOLDER, DELETE CREATE PROFILE (SERVICE) in the context menu of the owner in the Explorer.
    PS_profile_holder_delete_EN.png

  2. Confirm the security prompt that appears with "Yes".
    PS_profile_holder_delete_warning_EN.png
    The investment profile is deleted in the service.

For data protection reasons, investment profiles are permanently deleted and cannot be restored.