London, 16 June 2026 –
Infront, a leading provider of data and investment solutions for the European financial services sector, is now connecting its portfolio management solutions with intelligent AI assistants and automated workflows. These new capabilities are built to meet the highest standards of data security and regulatory compliance, ensuring that sensitive client information remains protected at all times.
For wealth managers and independent asset managers, the result is less time on administration and more time for clients. With a combination of intelligent data connectivity and an AI working environment developed specifically for wealth management, users can reduce routine manual tasks and gain more time for client relationships.
Less routine work, more time for clients
The new solutions make it possible to query portfolio data using natural language and to automate recurring processes. These include, among other things, the preparation of client meetings, the creation of meeting minutes, the processing of account and securities statements, and the generation of client reports. Querying in natural language puts portfolio information within reach of every user, supporting faster and better-informed decisions.
"Artificial intelligence has arrived in the world of investing. AI delivers its greatest value when it’s integrated directly into existing workflows. With our new solutions, every user is able to communicate directly in plain language with client portfolios, which considerably simplifies day-to-day work," emphasises Enrique Sacau, CEO at Infront. "Our approach combines AI with the systems that investment professionals already use every day, so this is something our clients can switch on, not a project they have to run."
Built for regulated firms, designed for daily work
Infront developed the new features specifically for the requirements of regulated financial service providers. Companies can choose between connecting to existing AI services and a private AI environment hosted in Switzerland or the EU. The solution offers audit trails, role-based access and additional functions for transparency and traceability.
The most important use cases include:
- AI-supported meeting briefings for advisors
- Chatbot solutions for interacting with portfolios, including improvement suggestions
- Automatic creation of meeting minutes
- Processing and structuring of account and securities statements
- Personalised quarterly reports for clients
- Individualised client management
- Management dashboards and reporting functions
The new AI modules will become available across Infront portfolio management solutions throughout 2026, with the first users now in a pilot phase.
Find out more:
https://www.infront.co/global/en/news-and-events/news/ai-built-for-wealth-managers-infront-launches-mcp-and-agentic-workspace.html