Edit person-specific criteria of the investment profile

You can edit the knowledge and experience of an investment profile directly via the person properties in the Infront Portfolio Manager. Proceed as follows:

1. If necessary, find the relevant person first. To do this, select the PERSONS command in the menu ribbon on the "Data maintenance" tab in the "Manage objects" icon menu and then select the desired person in the "Manage persons" dialog box that appears, e.g. by double-clicking.
2. Then select the "Edit investment profile..." button in the person properties that open.
   

   

   
   
3. In the "Enter investment profile" dialog box that appears, select the desired value for the person's knowledge and experience and save the selection with "OK".
   The changed data is saved in the profiling service.

To edit a person's investment profile, a person number must be stored.