Infront Portfolio Manager

Infront Customer Account: Dashboard templates for money market

A new dashboard template is available for uploading to the Infront Customer Account: Customer Account - Money Market Instruments. This table particularly supports the requirements for the money market extension in the Customer Account.

The "Customer Account - Holdings" report has also been completely revised for the money market.

The following dashboard templates have also been adapted for this purpose:

  • Customer Account - Cash flow forecast

  • Customer Account - Income statement

  • Customer Account - Profits and losses

  • Customer Account - Account postings