CUSTOMERS CASE STUDIES

Success stories from leading Wealth managers

Read more on how our experience and expertise has helped transform our clients' wealth management and trading operations.

Valorvest Asset Management case study

Case study 
Valorvest Asset Management: 15 Years of Trust in Infront PM


"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.” Mathias Kramer, Managing Partner at Valorvest Asset Management.

Nordlux Infront case study | Dr. Peter Porten, CFO, COO and CRO

Case study 
Nordlux Relies on Infront for Efficient and Flexible Portfolio Management


"Infront's powerful portfolio management  solution, combined with a proven advisory service, allows us to manage our asset management and advisory mandates securely and in full compliance at all times. This gives us the agility we need to respond quickly to market changes." Dr. Peter Porten, CFO, COO and CRO of Nordlux

Helmut Weber, Geschäftsführer und Inhaber der STRATAV GmbH

case study
STRATAV GmbH: A Long-Term Partnership in Wealth Management

"With Infront's Cloud platform, I am already DORA-compliant and don’t have to worry. The professional solution is already helping me to fulfil all requirements and look to the future with confidence." Helmut Weber, Managing Director and Owner of STRATAV GmbH

Simon Mackenzie, Head Dealer & Dealing Desk Manager at Raymond James

Case study
Raymond James: Scaling 4x with Infront trading automation


"The ability to utilise a multi-asset bespoke rules engine and the option to build out preferred routing destinations to suit our client needs were key factors in choosing Infront over competitors." Simon Mackenzie, Head Dealer & Dealing Desk Manager at Raymond James

Giuseppe Pavia, Private Banker at Banca Generali

Case study
Banca Generali x Infront: the superior choice
 

"The Infront platform, compared to the one I used before, is like the difference between a 1990s Nokia and a 2020s iPhone." Giuseppe Pavia, Private Banker at Banca Generali

Rolf Gloor, Managing director bei Winterthur Consulting Group

case study
Winterthur Consulting Group leverages Technology for Success


"We can no longer imagine our daily operations without Infront Assetmax. It’s an indispensable tool that supports our growth and professionalisation, helping us meet our clients' high expectations." Rolf Gloor, Managing director at Winterthur Consulting Group

Michael Deering, Executive Director at Ramsey Crookall

CASE STUDY
Ramsey Crookall and Infront: A winning formula


"Our clients like to have that customer service element, of dealing with the same people day in and day out. Building client relationships is very much where we set ourselves apart.” Michael Deering, Executive Director at Ramsey Crookall

Niklaus Arnosti, Coo at Consilior AG

CASE STUDY
Consilior AG Streamlines Asset Management

"Our clients who work with several banks greatly appreciate the fact that,  thanks to Assetmax from Infront, we can provide them with consolidated asset overviews including non-bankable assets." Niklaus Arnosti, COO at Consilior

Mikko Ossian Koski, Head of Execution-Investment Products & Offering department at Danske Bank

cASE STUDY
Danske Bank simplifies self-service investing
 

“The Infront WebTrader has boosted our business by making us relevant to the active trading segment. When our investment advisors meet with retail or private banking customers who want to invest actively themselves, we have this fantastic service available.” Mikko Ossian Koski, Head of Execution-Investment Products & Offering department at Danske Bank

Marco Quadri, CIO at Tellco | Case suty Infront

cASE STUDY
Tellco Enhance Functionalities for Asset Managers


"Infront Assetmax has enabled us to perform precise performance analyses and manage complex investment strategies effectively. We are highly satisfied with the results." Marco Quadri, CIO at Tellco

Assetmax and Zürcher Kantonalbank implement OpenWealth “Order Placement API

case study
Assetmax and Zürcher Kantonalbank implement OpenWealth “Order Placement AP


"We are proud to have provided Zürcher Kantonalbank with technological support in their pilot project. Thanks to our technical expertise and the support of our customer Winterthur Consulting Group, we managed to implement the project quickly and in a targeted manner." Massimo Ferrari, Head Product Management Wealth at Assetmax

Stock3 | Case study | Infront

case study
Success story: stock3
 

“A key component of our offering is current stock market information. Every day, we process billions of real-time quotes and deliver them directly to our users. Infront, our main supplier of stock quotes, is a long-standing partner whose reliability is indispensable for us and our users!“ Johannes Pfeuffer, stock3

Cherry bank

Case study
Cherry Bank x Infront: the Perfect Partnership
 

Infront has proven to be the most valid alternative to meet the needs of consultants. Having an accurate and precise information system is the basic ingredient for efficient portfolio management and robust wealth planning.

Simon Wimmer, Junior Portfolio Manager at Swiss Life Select Austria

cASE STUDY
Swiss Life Select Austria Leverages Infront Wealth Portal


"The Infront Wealth Portal provides our clients with direct access to essential documents and reports, creating a fully digital solution that greatly simplifies management, oversight, and transparency." Simon Wimmer, Junior Portfolio Manager at Swiss Life Select Austria

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