Berenberg: Unite advisory workflows and accelerate portfolio decisions with one connected platform
Manual performance measurement and fragmented data workflows slow your advisors down. Infront connects market data, news, research, and portfolio analytics in one platform built for wealth management. • Unified advisory workflows that bring real-time news and research directly into portfolio context • Faster performance measurement without manual delays or spreadsheet workarounds • Personalized, audit-ready reporting that scales across discretionary mandates
Trusted by Portfolio Management and Wealth Management Leaders
See how discretionary management teams use Infront to improve operational efficiency, reduce manual work, and deliver better outcomes for their clients.
"Automation and outsourcing cut our costs by roughly 30%. We shifted resources from admin to clients exactly where they should be."
"Infront came along and were able to provide both under a single solution that was as deep in its content and capabilities, but at a fraction of the cost. Their technology is intuitive, easy to use and configurable to the individual."
"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."
Frequently asked questions
Here are answers to common questions from portfolio management teams evaluating discretionary management workflows.
Request a demoIs this built for portfolio management teams?
Yes. Infront is designed for portfolio managers and discretionary wealth advisors who need real-time performance tracking, integrated market intelligence, and client-ready reporting in one platform.
Can it automate performance measurement?
Yes. Infront automatically tracks portfolio performance in real time, reducing manual data entry and the delays that come with it. Reports are audit-ready and can be generated on demand for client meetings or compliance reviews.
Does it combine news and research with portfolio data?
Yes. Infront brings together market news, research, and portfolio analytics in one view. This means advisors can see how market events affect holdings and walk into client meetings better prepared with context and data.
Can discretionary portfolio management scale without expanding my team?
Yes. Our platform gives you configurable workflows that grow with your business. You can manage more accounts and assets without adding headcount, while maintaining consistency across portfolios.
What's the first step to see if this fits my firm?
Book a demo with our team. We'll walk you through the platform and show you how it fits your portfolio management process.
Request a demo for your portfolio management
See how Infront helps Berenberg measure performance across portfolios, connect research directly to investment decisions, and manage discretionary mandates at scale. Our platform unifies the workflows your teams depend on. Book your demo today to see the difference.