Standard activities
With Infront Advisory Solution, you can carry out and document audit-proof and legally compliant advisory processes tailored to your specific investment advice workflows.
In this document, you find a detailed description of the standard activities that you can adjust to your advisory process in project work with us. The advisory activities shown represent possible workflows; all steps can be extended, combined and varied as requested.
To use the standard activities, the "Infront Advisory Solution advisory solution advisory process" module must be activated and the standard activities imported as MME files. For more information on the import, see the corresponding update instruction for Infront Portfolio Manager.
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