Your personalised Portfolio Management Software
Portfolio Risk
Compliance
Straight Through Processing
Risk Management Tools
Performance Fees
Restrictions
Money Laundering Control
Multi lingual GUI

Insa Convention 2017

We have gatherd very valuable client input on our #insaConvention2017 and now we can focus on future plans for Insa!

UBS Profim Expo, Insa

UBS ProFIM Expo 2017

Insa participated as one of selected leading software providers at UBS event.

UBS Profim Expo, Insa

About us

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 20 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:

Insa modules include:

Recent Developments:


Call us today to find out more about Insa and arrange for a demonstration at your offices.