Infront Advisory Solution

Linked objects ("Portfolio" object window)

Under the "Linked" menu item, you find links for all objects that are linked to the currently selected portfolio. For portfolios, these can be the following objects:

  • AS_holder_DE.png Holder of the portfolio

  • AS_icon_securities_acc_DE.png Securities accounts

  • AS_icon_account_DE.png Accounts

Clicking these linked objects opens their view.