Program version, installation and modules
To use the MiFID II services via the Infront Portfolio Manager, you need the latest possible program version (version 6.40 or higher), a running Portfolio Manager server and an Internet connection.
The modules listed here must be licensed in the Infront Portfolio Manager for the respective MiFID II services.
Module for the target market service
- Target market" module (target market service)
Modules for the profiling service
- Investment profile recording" module
- Direct profile entry" module
Module for the cost service
- Cost service" module