Installation

Install PSI as a separate component of Infront Portfolio Manager by selecting the corresponding checkbox in the Infront Portfolio Manager Installation Wizard.

With the "Portfolio Sync Interface" component, only the basic software for the Portfolio Sync Interface is installed. To use PSI, an Update is first carried out using the Update Wizard before starting.

It is also possible to install the "Portfolio Sync Interface" component later. It can also be uninstalled at any time.

Please refer to the licence information to see which Portfolio Sync Interfaces Transaction Data are available with your current key. Select HELP, INFO from the main menu of Infront Portfolio Manager. Click the "Licence info" button there.

To configure and use a PSI, you will require the "Start PSI Transaction Data" system permission. Configure as follows:

1. Start and log in to Infront Portfolio Manager with your user name.
2. On the "Data entry" ribbon tab of Infront Portfolio Manager, select PSI TRANSACTION DATA.
3. The Software Update Wizard opens to help you configure (or update) your PSI. Follow the instructions shown in the Wizard.
4. From then on, you should always start PSI via PSI TRANSACTION DATA from the "Data entry" ribbon or, from outside of Infront Portfolio Manager, via <PSI Transaction Data> in the Windows start menu.