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Portfolio Sync Interface

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Portfolio Sync Interface

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Release Notes
Introduction
PSI – What is it and who is it for?
Install and configure PSI
User interface
Basic functions
Data entry tools
Settings
Run PSI tasks via Portfolio Manager Server
Time-controlled data retrieval
Features and add-ons
Cloud services for PSI Transaction Data
Error codes in PSI
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Portfolio Sync Interface
Release Notes

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Update 6.63.1

Update 6.63.1 was released on January 16, 2025. Please note that the Infront Portfolio Manager must be updated to version 6.63.

General new features and improvements in Update 6.63.1
General bugfixes in Update 6.63.1
Bank-specific new features in Update 6.63.1

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