Modules in the Infront Portfolio Manager

The Infront Portfolio Manager has a modular structure. In this section you will find a list of the available function and data modules.

With the help of these modules, you can put together a program that is optimized for you and your tasks. Contact Customer Service at Infront if you have any questions about activation and licensing. In this help, the relevant chapters are marked with links to the module overview. The name of the links corresponds to the module name, e.g. "Module 'Portfolio service change log'".

The modules can be divided into functional and data modules.

Function modules
Investment profiling
Bond scenario analysis
Basis desktop
BVI export
Dashboards
Direct invester profiling
Enhanced technical analysis
External Postbox
Infront Advisory Solution advisory process
Infront Advisory Solution Portfolio Management
Cost Service
Multi-channel ordering
Order Entry Service
Block order sessions
PDF/A long-term archiving
Person management*
Portfolio risk service
Portfolio service change log
Portfolio Service alerting
Portfolio service batch export tables
Portfolio service document archive
Portfolio service enhanced portfolio analysis
Portfolio Service investment agent
Portfolio service plausibility check
Portfolio service rebalancing
Portfolio service batch transactions
Portfolio Service Scheduled Reporting
Postbox
PSI Add-On matching with special ISIN patterns
PSI Add-On automatic execution correction
PSI Add-On automatic adjustment postings
PSI Add-On automatic change to default settlement account
PSI Add-On assessed reconciliation
PSI Add-On generate master data from transactions
PSI Add-On error buffer
PSI Add-On historical income from tax tranches
PSI Add-On ignore securities account reconciliations
PSI Add-On Infront Cloud Data
PSI Add-On holder-zone mapping
PSI Add-On cross-holder securities account transfers
PSI Add-On corporate actions
PSI Add-On consistency errors as costs
PSI Add-On price blacklist
Consider PSI Add-On depositories and locks
PSI Add-On manual update of the Infront Portfolio Manager
PSI Add-On Mass Data Processing
PSI Add-On Person Management
PSI Add-On position import
PSI Add-On pending cash balances
PSI Add-On pending accrued interest
PSI Add-On processing of specific orders without securities side
PSI Add-On asset composition
PSI Order Entry CSV Export
PSI Order Entry per bank or fax order
PSI Transaction Data per bank
Report Designer
UDF - User-defined field service
FX rebalancing
Target market
Data modules
Analysis & Risk Reports
Basis
CBOE Index Options
Germany
ESG Level 1 Scores
ESG Level 2 Scores
ESG Level 3+ Scores
EUREX
Europe
Fitch bond ratings
Fund Plus
Fund prospectuses
Fundamental Special
Hedge Funds Research
Index compilations
International futures exchanges
Intraday Online Service
Market risk and product quality
Market and economic data
Moody's bond ratings
News
PAI
S&P bond ratings
Switzerland
SIX Structured Products Exchange
TFI
Overseas
Xtrakter

* Users who have licensed the more comprehensive "Infront Advisory Solution advisory process" module do not need the "Person Management" module.

In addition to the modules listed here, there are other modules that can be licensed for the connection of external interfaces.

If you have not subscribed to or activated the respective modules because you do not need the functions, you can skip the marked chapters.

You can also display a list of your modules in the program. Proceed as follows:

Select the "Info" icon on the "Help" ribbon tab.
Select the "License info" button in the "Info" dialog box that appears.
On the "Product information" tab, you will find the list of currently licensed modules.
Close the "Info" dialog box with "Close".

You can update your product license without restarting the Infront Portfolio Manager.

To do this, select the "Empty caches" command on the "Start" tab in the ribbon or press the key combination <SHIFT>+<CTRL>+<ALT>+<P> after you have imported the license.