Infront
Today’s family offices face mounting complexity: multi-custody relationships, alternative assets, bespoke mandates and rising expectations for transparency and control.
Yet most firms are still underinvested in the technology that can solve this.
Infront addresses this challenge for family offices. Our solution brings together portfolio oversight, compliance, reporting and engagement into one secure platform that grows with your needs.
Have a question regarding Infront?
Contact Infront directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
What sets Infront apart?
"Our goal is to create the most comprehensive, straightforward and intuitive software for family offices, helping them to avoid repetitive tasks and stay ahead of technology and regulatory change."
Helen Schönfelder
Product
Get an overview of what Infront does.
Main Tasks
- Portfolio Management,
- CRM,
- Data,
- Portfolio & Cost Analysis,
- Technology provider,
- Investing Technology,
- Trading,
- Consolidated Reporting,
- Risk Management
Top features
- Custom Reports,
- Banking Providers,
- Custom Development Service,
- Full Multi-Currency Support,
- Mobile App,
- Digital Excellence,
- Transparency,
- Ability to Whitelabel
Assets supported
- Alternatives,
- Art & Collectables,
- Bankable or Financial Assets & Funds,
- Cash & Equivalents,
- Commercial,
- Commodities,
- Cryptocurrency,
- Developed Markets,
- Developing Markets,
- Digital Assets & Cryptocurrency,
- Direct Private Equity,
- Equities,
- Fixed Income,
- Foreign Exchange,
- Gold & Precious Metals,
- Hedge Funds,
- Infrastructure,
- Insurance,
- Lifestyle Assets & Rare Collectables,
- Music Royalty,
- Private Debt,
- Private Equity,
- Private Equity & Direct Investments,
- Private Equity Funds,
- Real Estate,
- REITS,
- Residential,
- Venture Capital,
- Warehousing & Industrial
Whitelabel
- Yes
Type Of Software
- SAAS
Integrations
- API connections possible with any system,
- Excel add-in (ability to export data to Excel)
Mobile App
- Yes
Type of data
- Transaction level
Accuracy
- Pre-trade and post-trade checks,
- Restrictions,
- Parsers (with 150+ custodians, CH and abroad),
- Data at accounting level,
- Market data retrieved from our main repository of data (Infront is a leading market data provider),
- Most recognised portfolio management engine (depth in performance and risk calculation)
Custodians
- 150+
Time to new custodian
- 1 month from date of query
Multi-currency
- Users can set multiple base currencies,
- Users can separate holding level gain/loss from currency gain/loss,
- Based on holding/position data,
- Based on transaction data
Regulated
- No
Cost structure
- Seat-based (per named user),
- Custodian use-based (per connected custodian),
- Transaction use-based (per transaction),
- Data-based (per data feed integrated),
- Feature based
Rates
- CHF 27.5k-65k+ per year
Pricing variables include: number of users, bank links, investment proposals, end-client portal, and Excel add-in.
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
- 100-500
Founded
- 1998
Locations
- Oslo,
- Zurich,
- Lugano,
- London,
- Frankfurt,
- Milan,
- Antwerp,
- Copenhagen,
- Stockholm,
- Amsterdam
Top 5 Markets
- Germany,
- Switzerland,
- United Kingdom,
- Norway,
- Sweden
Ownership
- External investors (neither clients nor staff)
Focus
- Investment & Financial Advisors (RIAs/IFAs)
Secondary focus
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Fund managers,
- Banks,
- Pensions,
- Foundations,
- Brokerages
Tellco, Consilior, Banca Generali, Raymond James, Valorvest
Request References
Introducing Assetmax Portfolio Management
Company Presentation
Introducing Assetmax Portfolio Management
Company Presentation
What client's say about Infront:
"The Infront platform, compared to the one I used before, is like the difference between a 1990s Nokia and a 2020s iPhone."
Giuseppe Pavia, Private Banker at Banca Generali
Support & Services
Learn what support and services you can expect
Support options
In person on site support,
Dedicated contact,
General contact mail or phone
Pricing of support
Based on SLA,
On use basis
Onboarding
3 months
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