Schroders Wealth Management: Unified Risk Calculations for Confident Aggregated Exposures
Siloed risk calculations across portfolios create blind spots in exposure management and complicate multi-jurisdiction reporting. Infront provides a single calculation ecosystem that solves this challenge.
• Unified risk calculations across all portfolios and asset classes
• API-enabled data access for custom analytics and digital client experiences
• Configurable multi-jurisdiction reporting without manual template edits
Trusted by wealth managers who unified their workflows
See how firms replaced fragmented tools with a unified platform for data, risk, and reporting—one trusted source of truth.
"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."
Platform and Data Infrastructure Questions
Common questions from wealth managers evaluating unified data and reporting solutions
Request a demoHow do we consolidate siloed risk calculations across different teams?
Infront provides a unified calculation ecosystem that brings together risk assessments from across your organization. By standardizing methodologies and data inputs, you can generate aggregated exposures with confidence and eliminate discrepancies between team-level calculations.
Can we automate reporting for multiple jurisdictions?
Yes. Infront's configurable reporting templates automatically adapt to varying regulatory requirements across jurisdictions. You define the rules once, and the system generates compliant reports for each market without manual intervention.
How does the platform integrate with our existing analytics infrastructure?
Infront is built with an API-first architecture that allows you to integrate calculated data directly into your existing analytics tools, dashboards, and digital client portals. Standard REST APIs provide real-time access to positions, valuations, and risk metrics.
Can we replace our legacy reporting templates?
Infront's configurable templates replace static, hard-coded reports with flexible formats that adapt to jurisdiction-specific requirements. Changes to regulatory rules or internal standards are implemented through configuration, eliminating the need for manual template edits or spreadsheet maintenance.
How do I get started with platform modernization?
Request a demo to see how we can help modernize your investment platform and data infrastructure. We'll walk through your specific needs and show you what's possible.
Request a Demo: See Unified Data Infrastructure Replace Siloed Reporting
Infront unifies investment data infrastructure for Schroders, ending the fragmentation and manual work that slow down your platform today. Emily, you'll gain consolidated risk calculations, automated multi-jurisdiction reporting, and faster, cleaner data for critical decisions. Request a demo this week to see how it works for your team.