Order book

"PSI Order Entry" module or "Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module

The order book is the link between the generation of order proposals as part of portfolio rebalancing and the placement of orders. The order proposals are sensibly structured and clearly presented here. Various filter options and view options make work easier, even with a very large number of order proposals. You can also edit order data records in the order book and track the status of orders by task. Depending on the use case and further processing options of the core banking system or the custodian banks, it is also possible to create block and collective orders. Of course, the order book also serves as an archive for all orders placed from the Infront Portfolio Manager.