Infront Portfolio Manager

Functions on investment profiles

"Target market" module, "Investment profile capture" module or "Direct investment profile capture" module

InvestmentProfile.date→Date

Result: The Date function returns the date of the investment profile.

"Target market" module, "Investment profile capture" module or "Direct investment profile capture" module


InvestmentProfile.ProfilingCategories→List(IndexString)

Result: The ProfilingCategories function provides all profiling categories from the profiling service for the investment profile.

"Target market" module, "Investment profile capture" module or "Direct investment profile capture" module


InvestmentProfile.ProfilingValueName[Category]→IndexString

Category (IndexString|String): Profiling category.

Result: The ProfilingValueName function returns the value stored for the reference object in the profiling service.

"Target market" module, "Investment profile capture" module or "Direct investment profile capture" module