Infront Advisory Solution

Master data [pm]


The master data from Infront Portfolio Manager contains all the important information about the security selected. You can also open these properties in Infront Advisory Solution by using the "Master data [pm]" menu item in the navigation pane of a security portrait.

AS_masterdata_pm_EN.png

Similar to the tabs in the securities master data in Infront Portfolio Manager, the master data is also divided into the following areas:

  • Master data

  • Advanced

  • WM data

  • User-defined fields

It is not possible to edit the security master data in Infront Advisory Solution.