UniCredit: One platform for portfolio management and advisory across every region
Stop managing separate advisor toolsets across regions. Infront brings your portfolio management, reporting, and data feeds into a single environment. • Consolidated workflows that work the same way in every market • Consistent reporting and continuously updated valuation and risk • Faster data feed onboarding through integrated modules and APIs
Proven Results Across Borders
Portfolio managers at multi-market banks have reduced operational costs and unified their treasury operations. More time now goes to client relationships instead of manual reconciliation and admin work.
"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."
Portfolio Management Platform Questions
Common questions from wealth management leaders evaluating unified platform solutions for their advisory teams
Request a demoHow does the platform address our fragmented advisor toolset?
Infront provides a single workspace where portfolio analysis, client reporting, risk monitoring, and order management sit side-by-side. Instead of switching between separate systems for research, valuation, and execution, advisors access all core functions through integrated modules that share the same client data and positions. This reduces training overhead, minimizes data errors, and gives your teams a consistent interface across all advisory workflows.
How quickly can we onboard new data feeds for additional products?
The platform ships with pre-integrated APIs to major market data vendors, custodians, and pricing services across Europe and beyond. When you add a new asset class or expand into another country, reference data, pricing, and corporate actions typically flow in within days rather than months. Configuration happens through standard connectors rather than custom development, which accelerates your time to market for cross-border offerings and reduces dependency on external IT resources.
Can we maintain consistent reporting and valuation across countries?
Yes. The platform applies a single calculation engine for valuation, performance, and risk metrics regardless of where a portfolio sits. You define reporting templates, benchmark methodologies, and risk models once at group level, then deploy them to local entities while still accommodating country-specific regulatory formats. This means your teams in Italy, Germany, and Austria see the same client position valued the same way, reducing reconciliation effort and supporting consolidated risk oversight.
What does the implementation approach look like to minimize disruption?
We typically start with a pilot covering one advisory team or product line, validate workflows and data quality, then roll out in phases to additional desks and regions. You run the new platform in parallel with legacy systems during the transition, so advisors have time to adapt without client impact. Implementation milestones are defined up front with clear acceptance criteria, and our delivery team includes specialists familiar with European wealth management regulatory requirements. This phased approach reduces risk and ensures you see value at each stage before expanding further.
How quickly can we deploy and start seeing value?
Implementation typically follows a structured path. We begin with discovery to understand your current processes and requirements (1-2 weeks). Next, we scope the initial deployment, often starting with one product line or business unit to validate results quickly. Integration can run in parallel with existing systems, allowing gradual adoption without disruption. Most banks see initial results within 8-12 weeks, with full production rollout in 3-6 months depending on scope. The best starting point is a tailored demo or workshop where we map your specific use cases and timeline together.
See the Platform in Action—Request Your Demo
The unified platform brings together portfolio management, client reporting, and operations across all your regions in one place. Teams typically complete implementation in 4–6 weeks, reducing the cost and risk of multi-system integrations. Schedule a 30-minute walkthrough to see how it fits your firm's workflow.