Simplify wealth, maximize potential
Portfolio Management & Advisory solutions designed to simplify workflows for Independent Asset Managers, Family Offices and Banks.
Get in contact to discuss how we can help grow your business.
Local Partner. European Leader
500+
Clients
500k+
Wealth accounts managed
€200 Billion
AuM within our tools
Redefining wealth management
Our wealth management solutions offer an unmatched mix of multi-custody portfolio management, compliant CRM, advanced trading, and dynamic client interaction, redefining the market standard
From client onboarding to everyday operations
Our Portfolio Management & Advisory solutions streamline client management from onboarding through reporting, ensuring efficiency and compliance at every step
Become part of the Infront ecosystem
Infront WealthTech solutions allow wealth managers to extend their portfolio and advisory solution with the full spectrum of Infront services:
-
Curated data catalogue
-
Powerful market data and analytics tools
-
Risk and valuation services
-
Order Management and custody connectivity
WEALTH PORTAL
State-of-the-art in client engagement
Wealth Portal is our white label, cloud-based web application, tailored to empower end-clients to access portfolio information, share documents, and facilitate seamless communication
Manage portfolios of any complexity
Easily view and manage portfolios covering:
-
Investment goals and restrictions
-
Asset allocation
-
Performance, exposure and asset overview
-
Risk analytics
-
Model portfolio rebalancing and ordering
-
Multi-custody consolidation and transaction handling via FIX
-
Support for non-bankables, such as private equity
Comply with regulations
-
MiFID II and FinSA regulation-compatible CRM with KYC, investor profile forms and document management
-
AML support including flow-of-fund checks, risk calculation, PEP checks
-
Suitability and appropriateness checks
-
Full audit log
-
EU GDPR and Swiss Data Protection Act compliant
Streamline invoicing and elevate your reporting
Invoicing
- Parametrize and calculate management and performance fees
- Issue client invoices
Client reporting
- Issue modern and configurable client reports in several languages
- Brand the reports to match your corporate identity
BPO services
Outsource data excellence
Our data management outsourcing services include:
-
Automatic detection, correction, enrichment, and normalization of data
-
Manual intervention for handling non-standard banking information, such as varying formats of corporate actions
-
Comprehensive data management services to handle daily quality maintenance tasks
-
Unique transaction-based reconciliation for accurate portfolio impact analysis
APIs for Professional E-Banking
We provide comprehensive access to wealth management functionalities via Web Service APIs.
Features include:
- Multi-custody data consolidation, transaction simulation, and rebalancing
- PEP checks, fund flow checks, KYC validation, and various financial calculations
- Ideal for creating e-banking platforms for professionals or online investment portals
Portfolio Management & Advisory
Local experts. At Your Service.
We have expert teams in:
- Nordics
- UK
- Germany
- Switzerland
- Benelux
- Italy
Ensuring quicker delivery times and access to support and assistance with deep insights into your markets.
Reach out to our local team to explore your use-case.
Keeping you in front
The latest on what's happening in the world of wealth management and brokerage.
- Blog
- News
- Press release
- Case study
- Report
- Data Feeds
-
Apr 25, 2025Infront reports a strong acceleration, reaching €36.7 million in adjusted EBITDA for 2024
Infront sustained growth over the previous years with revenue increasing by 4% year-over-year, to reach €36.7 million. Adjusted EBITDA also saw strong growth of +3.3%, bringing the adjusted EBITDA margin up from 24.1% to 27.4%
-
Apr 24, 2025Market Data Should Drive Growth, not Cost
At Infront, we understand that every financial firm’s needs are unique. Our solution? A flexible, cost-optimized, and seamless approach to market data.
-
Mar 31, 2025Infront Launches IQ Risk: Institutional-Grade Risk Management for Wealth and Fund Managers
IQ Risk is a new portfolio risk management solution for wealth managers, banks, and fund managers. IQ Risk ships in Summer 2025, helping professionals manage risks for all asset types, improve portfolios, easy regulatory reporting and gain client trust.
-
Mar 10, 2025Infront Recognized as Best Data Provider with Swiss EAM Award
The award jury praised Infront’s market data solution, which offers over 15 million data points across various asset classes. With over 3,000 clients placing their trust in Infront, the company is renowned for its tailored approach to regulatory requirements and its exceptional customer service — a combination that reinforces Infront’s leadership in the data provider sector.
