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

About Us

INSA Portfolio Management System Software for Professional Financial Portfolio Management, Reporting, Analysis and Performance Measurement.

The Insa Investment Software AG has been developing and providing its Portfolio Management System to independent asset managers, banks and institutional investors since 1994. Installed at over 60 clients in Switzerland and internationally, Insa has become the reference wealth management solution.

Insa’s core system offers you unrivalled, wide ranging and highly innovative functionality – from time saving order processing and management through to analysis and modelling tools to assist your decision making.

Consolidating portfolios held at various banks has never been easier while Insa – saving you time and money – interfaces with numerous custodian banks and banking systems.

Be it analysis, order management, money laundering control or simply producing eye-catching customized reports, Insa will allow you to focus on what you do best.