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Prospect master data

The master data largely corresponds to the master data or properties of the prospect in Infront Portfolio Manager. First, you see the actual master data such as name, prospect status, prospect evaluation and the "Created on" date. In addition, you see many other data in the "Contact", "Linked persons", "Reporting", "Tax details" and "User-defined fields" categories.

The user-defined fields created in Infront Portfolio Manager for prospects are also available.

Contact

Under the "Contact" menu item, you find the address data of the prospect.

Linked persons

Under the "Linked persons" menu items, you find the persons linked to the prospects.

Reporting

The "Reporting" menu item provides the data recorded in Infront Portfolio Manager on the "Reporting" subtab of the prospect properties. The settings from the Scheduled Reporting are available only with the activated "Portfolio service Scheduled Reporting" module.

Tax details

Under the "Tax details" menu item, you find the data recorded on the "Edit master data" page or specified in Infront Portfolio Manager the "Tax details" subtab of the "Holder properties" dialogue window in.

User-defined fields

Click the "User-defined field" menu item to see the assignment of the user-defined fields for this prospects. All user-defined fields created for prospects in Infront Portfolio Manager are also available in Infront Advisory Solution.

Under "Edit master data", you can change the master data of the created prospects as well as the corresponding persons.

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