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

Insa History

In 1994 Fred Davies and John Sager established Insa Investment Software AG in Zurich which continued to market the software developed by Merit.

In 1996 Bernardin Katic joined the company as technical director and taking the Merit system as the basis developed a brand new Windows based Portfolio Management System.

In 2000 the system was substantially modified to use the latest Microsoft SQL database system. Since then substantial new functionality has been added and technology has constantly been upgraded.

In 2010 Insa established a staffed office in Singapore and accepted challenge provided by the new market.

Today Insa has over 60 clients in Switzerland, Singapore, Croatia, Luxembourg and Italy. Clients include banks, investment funds, insurances, pension funds and independent asset managers.

The system is continually being improved and added to.