Introduction

This documentation is intended for all users processing securities account information in Infront Portfolio Manager via PSI Transaction Data.

Familiarise yourself with Infront Portfolio Manager first before using Portfolio Sync Interface Transaction Data. Infront Financial Technology GmbH offers trainings where you can obtain the relevant knowledge.

You will also need to know about the installation of Infront Portfolio Manager. This documentation outlines the standard part of Portfolio Sync Interface Transaction Data (also referred to as "PSI"). For specific information about the custodian bank, see the corresponding "PSI Transaction Data <Bank name>" PDF document in Interface-specific documentation. Both parts combined make up the full documentation for the respective Portfolio Sync Interface Transaction Data.

Additional information beyond this description can be found in the help for Infront Portfolio Manager in the Help Center.