INSA Portfolio Management System for iPad
INSA, the leading PMS Solution now provides you secure access to up-to-date portfolio valuations and risk assessments across one or multiple custodian banks. Valuations can be displayed in any currency or timeframe.
Insa Portfolio Management System clients and their customers now have worldwide secure access to online valuations of their portfolios via the iPad. Users are able to select individual portfolios or consolidate all.
INSA for iPad provides:
- Display of individual investments grouped by asset class or currency
- Charts displaying various risk exposures
- Complete client reporting which includes:
- Detailed statement of investments
- Performance charts
- Performance attribution and contribution
- Various risk metrics
- Cash flow projections
- ...and much more
- List of executed transactions for any given time period.