at Financial Technnology Year
Please contact them if you have any questions.
Infront Wealth Solution from Infront
Client management, portfolio management, order management, regulatory compliance, client reporting, document management, and workflow automation for wealth managers.
Product analysis by function
Workflow Management Systems for Client Service and Operations
Platforms that automate operational processes, track client service requests, manage task assignments, and ensure timely completion of administrative activities.
More Workflow Management Systems
More Client Service and Operations ...
User Management & Access Control
(4 Yes /4 Known /10 Possible features)
|
Role-Based Access Control Ability to assign role-appropriate access and permissions across the system. |
Product offers configurable user permissions and access management, supporting role-based access per client documentation. | |
|
Single Sign-On (SSO) Integration Supports centralized authentication and access through an SSO platform. |
Infront offers SSO integration according to product documentation in support sections. | |
|
Multi-factor Authentication Requires multiple methods of identity verification for system access. |
Multi-factor authentication is advertised as part of security for end-user and administrative access. | |
|
User Activity Logging Tracks and records user actions and changes within the system. |
User activity and audit logging are referenced in compliance and user management features. | |
|
Bulk User Management Allows for simultaneous creation, update, or deactivation of multiple users. |
. | No information available |
|
Permission Granularity Degree of specificity for setting permissions at object or field-level. |
. | No information available |
|
External User and Client Portal Provides secure, dedicated access for clients to view or update information. |
. | No information available |
|
Delegation & Proxy Access Supports temporary or delegated access by designated users. |
. | No information available |
|
Audit Trails Records all changes and access for compliance and review. |
. | No information available |
|
Automated Provisioning/De-provisioning Automates user onboarding and offboarding. |
. | No information available |
Workflow Automation & Customization
(0 Yes /0 Known /11 Possible features)
|
Dynamic Workflow Builder Drag-and-drop or configuration-based tool for creating and editing workflows. |
. | No information available |
|
Custom Task and Approval Routing Specify rules for routing tasks based on user, team, or process type. |
. | No information available |
|
Conditional Logic Support Workflows adapt based on conditions or data fields. |
. | No information available |
|
Task Assignment Automation Tasks are assigned automatically according to rules. |
. | No information available |
|
Reminders and Escalation Triggers Automatic reminders and escalation on overdue items. |
. | No information available |
|
Configurable Templates Predefined templates for common processes, customizable by users. |
. | No information available |
|
Parallel and Sequential Workflows Supports both concurrent and stepwise processes. |
. | No information available |
|
Workflow Versioning Allows management of multiple versions of a workflow. |
. | No information available |
|
Integration with External Triggers Can start workflows triggered by external events via APIs. |
. | No information available |
|
Pause and Resume Workflow Ability to stop and later resume a workflow instance. |
. | No information available |
|
Workflow Execution Capacity Number of workflow instances the system can handle in parallel. |
. | No information available |
Client Communication & Collaboration
(0 Yes /0 Known /10 Possible features)
|
Integrated Messaging Communicate with clients and team members within the platform. |
. | No information available |
|
Secure Document Sharing Upload and exchange sensitive documents with clients securely. |
. | No information available |
|
E-signature Integration Collect legally binding signatures through the system. |
. | No information available |
|
Automated Client Notifications Automate status updates and alerts to clients during workflows. |
. | No information available |
|
Activity Timeline/History Centralized tracking of all client communications and interactions. |
. | No information available |
|
Document Collaboration Allow clients and team to comment or edit shared files. |
. | No information available |
|
Video/Voice Conferencing Integration Integration with major conferencing platforms for live meetings. |
. | No information available |
|
Client Notification Delivery Methods Number of client notification channels (SMS, email, app push). |
. | No information available |
|
Client Response Tracking Track client acknowledgement or responses to notifications. |
. | No information available |
|
Portal Custom Branding Customize client portal appearance for corporate branding. |
. | No information available |
Integration & Interoperability
(6 Yes /6 Known /10 Possible features)
|
Open API Supports robust APIs for data ingress and egress. |
Open API support for integrations is listed on product pages and documentation. | |
|
CRM Integration Natively connects or easily integrates with common CRM platforms. |
CRM integrations (such as Salesforce) highlighted as standard connectors. | |
|
Core Banking/Portfolio Integration Integrates with core banking or financial data sources. |
Integrates with core financial and portfolio systems per solution overview. | |
|
Document Management Integration Connect to third-party document management systems (DMS). |
Document management integration is supported for secure storage and sharing. | |
|
Calendar & Email Integration Syncs with calendars and email clients (e.g. Outlook, Gmail). |
No information available | |
|
Batch Import/Export Bulk import/export of data to diverse formats. |
Batch import/export of client and portfolio data is available. | |
|
Webhooks Support Provides webhook endpoints for real-time updates. |
. | No information available |
|
Pre-built Integration Connectors Number of out-of-the-box integrations supported. |
. | No information available |
|
Custom Integration Tools Toolkits or modules for building unique integrations. |
Custom integration toolkits available for advanced clients and partners. | |
|
Data Synchronization Frequency How frequently the system can synchronize with other data sources. |
. | No information available |
Compliance, Audit, & Security
(5 Yes /5 Known /10 Possible features)
|
Regulatory Compliance Frameworks Built-in support for financial industry regs (SEC, FINRA, GDPR, etc). |
Explicit compliance with MiFID II, GDPR, and other industry frameworks is highlighted in product description. | |
|
Data Encryption (in transit & at rest) Encrypts client and workflow data at all stages. |
Encryption at rest and in transit is stated as part of platform security best practices. | |
|
Comprehensive Audit Logs Full audit logs of user and system activities. |
Comprehensive audit logging is part of the regulatory compliance and auditing suite for client operations. | |
|
Automated Compliance Checks Workflows can trigger compliance or risk alerts automatically. |
Workflow automation includes triggers for compliance checks and alerts. | |
|
Data Retention Policy Engine Configurable rules for data retention and deletion. |
. | No information available |
|
Privacy and Consent Management Capture and manage regulatory consents from clients. |
Product supports the capture and management of client consent for privacy and compliance (GDPR etc). | |
|
Access Timeouts and Lockouts Automatic user session timeouts and lockouts for inactivity. |
. | No information available |
|
Incident Response Tracking Built-in workflows for managing and reporting security incidents. |
. | No information available |
|
Third-Party Security Certifications System is certified against SOC2, ISO27001, or similar. |
. | No information available |
|
Penetration Test Frequency Number of external penetration security tests per year. |
No information available |
Task & Case Management
(0 Yes /0 Known /10 Possible features)
|
Case Tracking Full lifecycle management for client requests and service cases. |
. | No information available |
|
Priority Levels Supports configurable priority status per task or case. |
. | No information available |
|
Automated Case Assignment Automatically route tasks/cases to the right personnel. |
. | No information available |
|
SLA Management Ensures service level agreements can be set, tracked, and reported. |
. | No information available |
|
Progress Tracking Track status and completion % for all cases/tasks. |
. | No information available |
|
Bulk Task Updates Permits updating the status of multiple tasks simultaneously. |
. | No information available |
|
Customizable Case Fields Allow firms to define fields specific to their processes. |
. | No information available |
|
Case Queues Support for creating service, specialist, and escalation queues. |
. | No information available |
|
Linked Cases or Subtasks Relate cases to projects, parent tasks, or dependencies. |
. | No information available |
|
Concurrent Task Capacity Max number of tasks and cases system can manage in parallel. |
. | No information available |
Analytics & Reporting
(4 Yes /4 Known /10 Possible features)
|
Real-Time Dashboards Customizable dashboards showing live metrics. |
. | No information available |
|
Report Scheduler Automated, periodic report generation & delivery. |
Report scheduler and automated client reporting is a key selling point. | |
|
Custom Report Builder Users can design and save custom reports. |
Custom report builder allows users to create and export custom reports. | |
|
Exportable Reports Download or email reports in common formats (PDF, XLS, CSV). |
Export to PDF, CSV, XLS for reports is supported. | |
|
Data Visualization Library Charts, graphs, and widgets for exploring data. |
Charts, graphs, visual analytics widgets are supported per product description. | |
|
Drill-down Capability Analyze metrics at increasing levels of detail. |
. | No information available |
|
Productivity Tracking System metrics on throughput, delay, and bottlenecks. |
. | No information available |
|
Compliance Reporting Templates Prebuilt reports for regulatory and compliance standards. |
. | No information available |
|
Data Retention for Analytics Duration of historical analytics data available. |
. | No information available |
|
API Access to Analytics Data Allows access to workflow analytics data via APIs. |
. | No information available |
Usability & User Experience
(2 Yes /2 Known /10 Possible features)
|
Modern User Interface Responsive, clean, and easy-to-use web interface. |
Modern, intuitive web interface highlighted as product design principle. | |
|
Mobile Access Native or mobile-optimized app for on-the-go workflow management. |
Mobile access to client and workflow management supported. | |
|
Personalized Dashboards Users can tailor dashboards to their preferences. |
No information available | |
|
Bulk Editing Tools Make changes to multiple items simultaneously. |
. | No information available |
|
Onboarding & Guided Tours Step-by-step guides for training new users. |
. | No information available |
|
Global Search Functionality Quick search across workflows, clients, cases, and documents. |
. | No information available |
|
Accessibility Compliance Meets standards for users with disabilities (e.g., WCAG 2.1). |
. | No information available |
|
Contextual Help & Tooltips Inline documentation and help for features. |
. | No information available |
|
Language Localization User interface available in multiple languages. |
. | No information available |
|
User Interface Response Time Speed with which the user interface responds to actions. |
. | No information available |
Configuration & Maintainability
(2 Yes /2 Known /10 Possible features)
|
No-code/Low-code Customization Business users can configure fields, rules, and flows without coding. |
Product marketing emphasizes configurability for business users and low-code/no-code workflow customization. | |
|
Configuration Version Control Track changes to workflow configurations and rollback if needed. |
. | No information available |
|
Sandbox/Testing Environments Safe environment for testing configurations before deployment. |
. | No information available |
|
Automated Updates Receive and apply version updates automatically. |
Automated updates are mentioned in cloud deployment and release notes. | |
|
Custom Fields and Forms Add and configure user-defined fields and forms. |
. | No information available |
|
Scriptable Business Logic Ability to define custom scripts or business rules (e.g., via JavaScript, Python). |
. | No information available |
|
Integration Test Tools Built-in tools for testing integrations before production rollout. |
. | No information available |
|
Configuration Documentation Automatically generate or update system configuration documentation. |
. | No information available |
|
Automated Backup Scheduling Configure regular backups of system and configuration data. |
. | No information available |
|
Rolling Back Failed Deployments Undo unsuccessful configuration or workflow deployments. |
. | No information available |
Scalability & Performance
(4 Yes /4 Known /10 Possible features)
|
Cloud-Native Architecture Supports elastic scaling and high availability. |
Built as a cloud-native SaaS, with elastic scaling and high-availability. | |
|
Load Balancing Distributes user and task load for consistent performance. |
. | No information available |
|
Performance Monitoring Tools Built-in tools for monitoring resource utilization and performance. |
System performance dashboard includes resource utilization monitoring. | |
|
Data Storage Capacity Maximum volume of data the system can store and manage. |
. | No information available |
|
Concurrent User Support Number of simultaneous users the system can support without degradation. |
. | No information available |
|
Disaster Recovery RTO Recovery time objective; how quickly the system can recover from failure. |
. | No information available |
|
Uptime SLA Guaranteed system uptime percentage, as per service level agreement. |
. | No information available |
|
Geographical Redundancy Ability to run across multiple data centers/regions for resilience. |
Hosted across multiple redundant regions for reliability. | |
|
Auto-Scaling Capabilities Automatically adjusts resources based on demand. |
Dynamic auto-scaling for demand spikes is part of managed SaaS infrastructure. | |
|
Transaction Throughput Maximum number of transactions processed per second. |
. | No information available |
Support & Ecosystem
(2 Yes /2 Known /10 Possible features)
|
24/7 Support Availability Round-the-clock helpdesk or technical support. |
24/7 support is available for enterprise clients, reference: support section. | |
|
In-app Knowledge Base Library of articles, guides, and FAQs accessible within the platform. |
. | No information available |
|
Community Forums Access to peer support and product community spaces. |
. | No information available |
|
Onboarding Training Services Formal training and onboarding support for new clients. |
Formal onboarding and training available for wealth management firms implementing the solution. | |
|
Professional Services Network Availability of consulting, integration, and customization partners. |
. | No information available |
|
Developer Documentation Comprehensive technical documentation for extensibility. |
. | No information available |
|
Marketplace of Extensions Central hub for certified integrations, plugins, and add-ons. |
. | No information available |
|
User Feedback Mechanism Easy way for users to submit feedback or feature requests. |
. | No information available |
|
Release Notes & Communication Regular communication on updates, bug fixes, and features. |
. | No information available |
|
On-site Support Time Availability of on-site support, measured in hours per year. |
. | No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.