Portfolio Sync Interface

Documentation

• Release Notes

  Here, you can find all information about updates of Portfolio Sync Interface.

• Introduction

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

• PSI – What is it and who is it for?

  With PSI Transaction Data, you can optimise your data loading process in portfolio management and therefore save both time and money.

• Install and configure PSI

  This chapter contains the most important information on system requirements, login and settings in the user administration.

• User interface

  The user interface elements are described briefly here.

• Basic functions

  Viewing, importing, matching - get to know the central functions of PSI Transaction Data here.

• Data entry tools

  The tools presented here optimally support you and your data.

• Settings

  You can configure your individual settings (for each interface) in Portfolio Sync Interface.

• Run PSI tasks via Portfolio Manager Server

  The Portfolio Manager Server supports automatic execution of tasks via jobs. Learn in this section how easy it is to configure them.

• Time-controlled data retrieval

  Your Infront Portfolio Manager provides you with a time control tool. You can also use this for the transaction data imports of the Portfolio Sync Interfaces.

• Features and add-ons

  This section provides an overview of the additional features of the Portfolio Sync interface that can be licensed.

• Cloud services for PSI Transaction Data

  Interfaces are moving to the cloud - don't miss out!

• Error codes in PSI

  This chapter provides lists of possible error codes with a brief description. These lists are categorised just as in the application.

• Downloads

  Generate the current user manuals by clicking the corresponding buttons.