Development of a portfolio structure

To map a client's portfolio structure in Infront Portfolio Manager, you need a holder and one or more portfolios, securities accounts and accounts. The central entity within portfolio management is the portfolio. This allows you to realistically simulate even complex structures and capture many of the features of professional portfolio management. In contrast, a securities account essentially functions as a container for securities transactions and has correspondingly fewer features, such as the commission scheme or bank details. The owner is mainly seen as a customer with address information and details of the tax situation. Information on the investment strategy, such as benchmark, asset allocation or individual restrictions, cannot be provided either for custody accounts or for holders. This happens at portfolio level.

To evaluate owners together, you can use groups or depot filters. Please read the sections Filter/Finder and Groups.