Infront Advisory Solution

Person profile

AS_person_portrait_EN.png

In the prospect view, the profile of the prospect is shown below the toolbar of the navigation pane. The following information is shown, if available:

  • AS_person_DE.png Type of securities account object (here: person)

  • Person name

  • Person number

  • Address

  • Further contact information

  • "Created on" data of the holder from the holder properties