New features and improvements in service pack 6.59
The following improvements were introduced in Service Pack 6.59:
ID | Type | Range | Description |
|---|---|---|---|
PM-4027 PM-4031 PM-4032 PM-4033 PM-4034 | N | Compliance, data | With this service pack, PAI data ("Principal Adverse Impacts") was integrated into the Infront Portfolio Manager. The data for the new subscription is read in via the "normal" data retrieval. The new PAI report offers you the perfect basis for your reporting. The PAI data for securities can be queried via MM-Talk and can also be exported and imported with the securities via MME files. For further details, read the section New: PAI data in the Infront Portfolio Manager. |
PM-4076 PM-4077 | I | Target market service | Various updates were made in the target market service due to the current MiFID II extensions. In particular, the data for the manufacturer target market has been significantly expanded. These enhancements are also fully supported by your Infront Portfolio Manager with this service pack. |
| PM-4053 | I | Infront Customer Account, Money Market | A new template is available for uploading to the Infront Customer Account. In particular, this supports the requirements for the money market extension in the customer account. In addition, some of the existing dashboard templates have also been adapted. For more details, read the section Infront Customer Account: Dashboard templates for money market. |
| PM-4082 | I | Infront Customer Account, Inventories | The "Customer Account - Holdings" report has been completely revised so that it now also provides all information on the money market. For more details, read the section Infront Customer Account: Dashboard templates for money market. |
| PM-4064 | N | System requirements | Service Pack 6.59 of the Infront Portfolio Manager officially supports Windows 11 as an operating system and Windows Server 2022 . |
| PM-4085 | I | PSI Order Entry | If you now select a value from the selection list of possible due date types integrated into the table cells in the "Prepare collective order" dialog box in the "Due date type" column, this selection is immediately visible. |
| PM-3646 | I | PSI Order Entry | When synchronizing the order book with the respective online order book, the name of the respective PSI Order Entry is now displayed in the "Synchronize order book with online order book" dialog box that appears. This makes it easier to maintain an overview, especially when using multiple order interfaces. |
| PM-4003 | I | Ordering | In the order book, you can now export and save a selection of orders as a CSV file. This new functionality is available in parallel to the already known export as an Excel file. Exporting as a CSV file is much faster, especially for large quantities of orders. For further details, read the section Export orders as CSV file in the manual supplements. |