Skip to main content

Prospects

Use prospects to create your potential clients including address details and other information. After creating a prospect, you can immediately start activities for the advisory process.

While holders can be created only in Infront Portfolio Manager, prospects can be created directly in Infront Advisory Solution.

Unlike holders, prospects cannot have any portfolios, accounts or securities accounts. You can only assign persons to prospects.
JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.