Infront Portfolio Manager
Infront Portfolio Manager
Breadcrumbs

Edit owner-specific criteria of the investment profile

You can edit the owner-specific criteria of an investment profile directly via the context menu of an owner in the Explorer.
To do this, proceed as follows:

  1. If necessary, first search for the corresponding owner in Explorer.

  2. Then select the command INHOLDER, EDIT CREATION PROFILE (SERVICE) in the owner's context menu.
    PS_profile_edit_holder_EN.png

  3. In the "Enter investment profile" dialog box that appears, change the desired values for the criteria "Loss-bearing capacity", "Distribution channel" and/or "Customer category" and save your selection by clicking "OK".
    The changed data is saved in the profiling service.