Portfolio Sync Interface

DATA ENTRY menu


Menu command

Description

Self-administered securities

Shows all securities created manually in Infront Portfolio Manager, also allowing you to edit them.

See also Self-administered securities.

GLOBAL EXCH. OF SECURITIES

Use this function to exchange securities across the whole database.

For more information, see The "Global exchange of securities" function.

SUPPLEMENT BANKS TO CLIENT MASTER DATA

Select this comment to automatically assign accounts and securities accounts to the banks by using the Bank Migration Wizard.

See also Bank Migration Wizard.