Whether you need real-time insights into equities, better ways to track market movements or deeper integration with your PMS, these updates are designed to help you stay ahead. 

Smarter analytics at your fingertips

Investment Manager now includes Infront Analytics as an optional module, introducing a suite of powerful new widgets. These allow you to dig deeper into equity data, spot opportunities faster and customise your analysis to suit your workflow.

Whether you prefer to use these tools independently or alongside your existing setup, you will have the flexibility to extract the insights that matter most to you.

More control over market alerts

Reacting quickly to market changes is essential, and our improved alerts system makes sure you never miss a key event. 

We have expanded the range of alerts available and enhanced field support, allowing you to set notifications based on more specific criteria. Now, you can get alerts exactly when and where you need them, helping you stay ahead of price movements, fundamental changes, and other critical triggers.

Expanding integration with Assetmax

We are also continuing to develop the integration between Investment Manager and Assetmax portfolio management solution, further empowering wealth advisers with real-time portfolio insights. This will allow you to instantly see how a portfolio is performing in today’s market, with direct access to related news, company financials, estimates and ratings. In addition, branded instrument portraits can be generated to support professional client communication. 

The portfolio integration via Wealth Portal is already up and running, while we are also working on linking Assetmax directly into Investment Manager to ensure you can fully leverage its capabilities. 

These updates are designed to help you make quicker, more informed decisions in a fast-moving market. Check the release notes for full details on these and other improvements. 

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