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Release Notes
Interface and operation
Portfolio analysis
Reporting and alerting
Customer groups
MiFID II services
Ordering and rebalancing
ESG data in the Infront Portfolio Manager
Tools
Data maintenance
Manage clients/portfolios
Investment guidelines
Manage transactions
Manage securities
Manage other objects
Supervisor
Bank details
Storage locations
Create Explorer objects
Example: Create limit folder
Owner's assistant
Owner Migration Assistant
Watchlist Assistant
Data status
Rates and factors
Data migration
Change tracking
Info Center
Data update Infront Portfolio Manager
Configuration
Securities analysis
Postbox: Configurations in the Infront Portfolio Manager
Advisory process
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Modules in the Infront Portfolio Manager
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Infront Portfolio Manager
Data maintenance
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Owner's assistant
Please read the section
Create owner using the owner wizard
.
