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. |