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Main menu

On the left, you see the workspace menu of Infront Advisory Solution. Clicking the area opens the corresponding overview page.
In detail, you select the following areas:

Area

Symbol

Description

MMF?

The "Dashboards" workspace allows you to select and usually customise your start pages.


Customers

The "Clients" workspace contains important functions for clients, portfolios and prospects. It is based on the comprehensive portfolio management system of Infront Portfolio Manager.

In the corresponding navigation pane, you find the "Client lists", "Portfolio lists" and "Prospect lists" sections. Furthermore, it is possible to create a prospect.

In the analysis area, the Explorer familiar from Infront Portfolio Manager helps to select specific clients, prospects or portfolios.


Markets

The "Markets" workspace provides market data from "Market Manager Financials Web" in various features.

In the navigation pane, you find selected overview pages as a starting point for further analyses.

News

In the "News" workspace, you find a news overview as well as a news search.

Tools

The following useful tools are available:

Search result

Select this workspace to return to the last search result.

 

If the "Market Manager Financials Web" product is activated, then the search results are grouped by securities account objects and market data.


Settings

Allows you to adjust various settings.

Note that after you change your password in Infront Advisory Solution, you also need to use this password in Infront Portfolio Manager.


Help

Here you will find the link to the Help Center for the Infront Advisory Solution.


You can hide and show the main menu including the navigation pane by clicking on the arrow in the navigation pane. For more information, see Hide main menu and navigation pane.

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