Ordering
With the corresponding activated module, you can order directly from Infront Advisory Solution. The product supports the most prominent order functions, such as placing buy and sell orders, viewing the order details, cancelling orders and opening the order book.
In the holder, portfolio and securities account view, you can start this order function for clients that are enabled for order interfaces. The access can vary depending on the order interface. For example, you can create orders by using the "Create order" menu item, or select the "Order book" menu item to open the list of orders in an online order book (different from the order book in Infront Portfolio Manager).
An order process usually consists of the following steps:
- Input
- Validation (backend)
- Visual check (in a dialogue window)
- Execution
- Confirmation (including order number)
For more information on ordering, see the corresponding PSI Order Entry documentation.