Portfolio Management System
INSA PMS FUNCTIONALITY IN A NUT SHELL
Portfolio Management Hierarchical structure – company, client, portfolio, custody account Multiple consolidation possibilities including ad hoc Portfolio analysis including order generationLearn More
INSA MANAGEMENT DASHBOARD
Management Dashboard is a very easy to use interactive web tool which allows you to drill down into client portfolios.
Designed for: Company/Bank Top management, Portfolio Managers, Compliance Officers, External Portfolio Managers
Interface displays portfolios as set of tiles – color indicating portfolio YTD performance.Learn More
The Insa Online is browser based application which allows the asset manager or his/her client to view (online) up to date information about one or more portfolios. The user can also generate a detailed Insa Performance Report and many more functions.Learn More
Insa Treasury Enterprise PMS is integral solution covering Treasury/Investment Banking/Risk Management departments of the bank, including front-office, risk management, middle office/compliance to back office and reporting.
Custodian Bank Interfaces
Insa Enterprise Portfolio Management System communication with the various custodian bank core banking and ordering systemsFull List