This chapter contains information on the many setting options that you can access in the Infront Portfolio Manager ribbon via the commands on the "Configuration" tab.
Refer to this chapter for details on the individual configurations. Program administrators in particular will find the support they need to set up the Infront Portfolio Manager and thus optimize their daily workflows.
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General settings -
Edit basic asset classes and asset classifications -
User-defined fields -
Configure valuation places -
Manage yield curves -
Configure secure interest rates -
User-defined security names -
Set up trading venues for PSI Order Entry -
Configure plausibility checks -
Data exchange -
Risk service -
User administration in the Infront Portfolio Manager -
Features for the Infront Advisory Solution -
Configure fields for services -
Multilingualism -
Intraday Online Service