Introduction

The Infront Advisory Solution is Infront's browser-based application for financial advisors in banks and asset management.

With an installed Infront Portfolio Manager, you have a wide range of options for analysing clients and portfolios, client and portfolio groups as well as for documenting the advice and order placement for your advisory service.

With Infront Advisory Solution, you can always stay up-to-date and provide investment advice wherever you are. All analyses from Infront Portfolio Manager are available and fully customisable. In addition, you can use all your customised and default reports and report folders of Infront Portfolio Manager.

The manual covers all important elements and the basic navigation of the application.

You can also add the "Market Manager Financials Web" product that provides comprehensive market data and news for your investment advice services.

The chapters and functions indicated with this symbol are only available with an activated "Market Manager Financials Web" product license.

The users of Infront Advisory Solution are identical to the users of Infront Portfolio Manager. For this reason, the users are centrally managed in the user administration of Infront Portfolio Manager. To log in to Infront Advisory Solution, use the user name and password from Infront Portfolio Manager.

The "Market Manager Financials Web" product for the extended market data component is plugged in by the administrator via the user administration and does not require any additional log in. By default, the connection to Infront Advisory Solution is an HTTP connection. You can also change your environment to "HTTPS" (Hypertext Transfer Protocol Secure) if you have the appropriate certificate and key files for this address. The chapter HTTPS configuration contains the necessary information on this change.