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CompanyJulius Baer
RoleHead of Portfolio Management Solutions

Julius Baer: One Platform for Market Data, Analytics, and Execution

Stop switching between disconnected tools during portfolio rebalancing. Infront combines real-time market data, portfolio analytics, and trading execution in a single interface, with tailored data feeds that fit your budget and research needs.

Trusted by wealth management firms worldwide

Portfolio managers at leading firms rely on Infront to unify their analytics and execution tools, consolidate portfolio views across accounts, and deliver faster advisory experiences to their clients.

""The ability to utilise a multi-asset bespoke rules engine and the option to build out preferred routing destinations to suit our client needs were key factors in choosing Infront over competitors.""

Simon MackenzieHead Dealer & Dealing Desk Manager at Raymond James

""The Infront WebTrader has boosted our business by making us relevant to the active trading segment. When our investment advisors meet with retail or private banking customers who want to invest actively themselves, we have this fantastic service available.""

Mikko Ossian KoskiHead of Execution – Investment Products & Offering at Danske Bank

""With Infront's Cloud platform, I am already DORA-compliant and don’t have to worry. The professional solution is helping me fulfil all requirements and look to the future with confidence.""

Helmut WeberManaging Director and Owner of STRATAV GmbH

Questions about Implementation and Integration

Find practical answers on unified workflows, tailored data feeds, and how Infront fits into your existing portfolio management environment.

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How does Infront reduce context switching between market data, portfolio work, and order execution?

Infront provides a unified interface that connects market data, portfolio analytics, and order execution in one workspace. Your team can analyze positions, evaluate rebalancing decisions, and route orders without jumping between separate systems. This single-environment approach keeps the context you need visible throughout the workflow.

Can we tailor data feeds to match our firm's research and advisory workflows?

Yes. Infront offers configurable, modular data feeds that you can tailor to your specific research and advisory needs. You choose the asset classes, geographic coverage, and depth of data that fit your workflows and budget. This approach ensures your team gets relevant, timely information without paying for unnecessary content.

How quickly can Infront integrate with our existing portfolio management and custodian systems?

Infront supports flexible deployment through cloud access or API integration with your portfolio management and custodian systems. Most implementations start delivering value in weeks rather than months. The speed depends on your existing architecture and scope, but Infront's modular design is built to connect with the systems you already use.

Does Infront help with regulatory requirements?

Yes. Infront supports compliant workflows and reporting across areas like risk, best execution and audit trails. Clients also use Infront’s cloud platform to meet operational resilience requirements such as DORA.

Can Infront integrate multiple banks and data sources?

Yes. Infront consolidates portfolios across multiple custodian banks and sources, providing a single view with configurable analytics and reporting.

See Infront configured for your portfolio management workflow

Access market data, analytics, and execution in a single workspace built for portfolio managers at Julius Baer. We'll configure the platform to match how your team rebalances portfolios and distributes research. Request a demo today to see it in action.