Customer Case Study
Valorvest Asset Management: 15 Years of Trust in Infront Portfolio Management Solutions
The Stuttgart-based Valorvest Asset Management has trusted Infront for 15 years – a partner that supports the company in delivering top-tier performance. With a clear focus on individualized asset management, Valorvest has found the ideal solution for a wide range of challenges in Infront Portfolio Management Solutions.
“The high level of customizability in tables and analyses allows us to quickly and efficiently access all critical information – whether it’s in portfolio management, risk management, compliance, anti-money laundering, or fee calculation,” explains Mathias Kramer, executive partner at Valorvest Asset Management.
The batch export function is a key advantage. It allows us to effortlessly and efficiently export data for further processing in Excel. This saves us valuable time every day.
Another highlight is the ability to enhance client communication: “With the report designer within Infront Portfolio Management Solutions, we can create client reports precisely tailored to our requirements and preferences,” Mathias Kramer notes.
Valorvest Asset Management particularly values Infront solutions’ ability to adapt to ever-changing regulatory requirements: “The regular availability of new templates gives us the confidence to always meet the latest regulatory standards. This is a major benefit for us,” adds Mathias Kramer.
With Infront WealthTech Solutions, Valorvest Asset Management has found not just a software solution, but a long-term and reliable partner that streamlines daily processes and prepares the company optimally for future challenges.