Welcome
Insa Investment Software AG is a Swiss based company specializing in the development and sale of its proprietary and fully integrated Portfolio Management Software. With more than 15 years experience to draw from and over 50 clients in Switzerland alone, Insa is a market leader in Switzerland and currently making exciting inroads in Asia.
Insa offers solutions for all sized companies. Our software has been implemented by cost conscious ‘one man shows’, as well as large multi office/national wealth management firms.
Insa is designed and can be customized to meet the differing and ever changing requirements of:
- Independent Asset Managers & Family Offices
- Private & State Banks
- Institutional Investors & Fund Administrators
Insa modules include:
- Portfolio management & reporting
- Interfaces to custodian banks and price providers
- Performance & risk analytics
- Fee & profitability management
- Trading and order management
- Portfolio monitoring and trading compliance
- Portfolio modeling and investment proposals
- Fund distribution management
- Client Relationship Management (CRM) & Document management
Recent Developments:
- INSA IPAD application for your clients
- INSA Management Dashboard
