Portfolio Sync Interface

Settings of the server configuration tool

In the configuration, you find the "PSI Transaction Data" back end type.

PSI_server_config_tool_EN.png

PSI Transaction Data backends are required if you need "PSI Transaction Data retrieval" and "PSI Transaction Data error buffer import".

For more information about configuring the server, see Server-Konfigurations-Werkzeug in the Administration Manual of Infront Portfolio Manager.

In the Administration Manual, you also find a simple example for configuring the Portfolio Manager Server.