INSA Portfolio Management System
Software for Professional
Financial Portfolio Management, Reporting,
Analysis and Performance Measurement.
Insa Investment Software AG is a Swiss Company located in Zurich. Insa has been developing, marketing and supporting Portfolio Management Systems for over 16 years.
The Insa Portfolio Management, Reporting and Analysis system is based on the latest Microsoft technology and can be equally valuable to both large, medium and small organizations. Insa clients include banks, pension funds, insurance organizations and independent portfolio managers.
In addition to an excellent system, Insa provides first rate client support and consultation.
 | Adaptation
to the special requirements of the different User groups such as banks,
independent asset managers, pension funds and insurances. |
| Clear
and easy to use menu based system |
| A
flexible Report Generator designed specially for Insa PMS that allows graphic and numerical reports to be
designed by the user himself for viewing onscreen printed or exported to
other application such as Excel, HTML, PDF. |
| The
ability to integrate with other banking systems and price feed providers such as UBS Asset Link, SWIFT, Credit Suisse,
Avaloq, Finnova, State Street, Reuters,
Bloomberg, Telekurs, SAP R/3, eBankline, etc. |
| The ability to generate and export transactions to financial accounting systems such as SAP, PeBe, Abacus, Dialog etc. |
| Time and Money Weighted Performance Reporting compliant to the latest GIPS/AIMS/SPPS standards |
| Fund Management |
| Risk
Analysis. |
| Portfolio
Modeling and Optimization. |
| Investment Proposals and What-If Simulations |
| Sophisticated Portfolio
Analysis |
| Data
takeover from other PMS systems. |
| Multi-lingual |
| Insa.Net - Intranet/Internet solution providing professional on-line reporting to clients and portfolio managers using user-friendly Internet Explorer interface |
| Scalability - From single-user version to Insa Enterprise solution for hunderds of simultaneous users |
| Support for latest Windows Vista/Microsoft SQL Server 2005 |
Over 50 organizations in Switzerland have selected Insa as their preferred portfolio reporting and analysis system
Insa
Enterprise Version 10.9.90 and Insa Swift 8.3.14 are available for