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

Insa PMS functionality in a nut shell

Portfolio Management

Portfolio Reporting

Management/Bank Fees

Client Management

Portfolio Modeling and Rebalancing

Investment Proposal Generator

Portfolio Risk

Client/Portfolio Monitoring

Client Web-Portal

Other Modules

Standard Interfaces

System Requirements