Important Information


April 2020.

We are thankful and proud to announce that all 3 Insa offices (Lugano/Zurich/Croatia) work full time during this hard period for all. All employees on board, with no changes apart from working from home due to the situation. All support e-mails should be sent to


We have been developing and providing our Portfolio Management System called Insa to independent asset managers, banks and institutional investors since 1994. Installed at over 60 clients worldwide 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.

We offer solutions for all sized companies. Our software has been implemented by cost conscious ‘one man shows’, as well as large multi office/national wealth management firms.

Insa modules include:

Portfolio management & reporting
Performance & risk analytics
Fee & profitability management
Trading and order management
Portfolio monitoring and trading compliance
Portfolio modeling and investment proposals
Fund distribution management
Client Relationship Management (CRM) & Document management
And many more!

Insa software can be customized for all finance institutions and our main focus is on:

Independent Asset Managers & Family Offices
Private & State Banks
Institutional Investors & Fund Administrators


We insist on a custom solution. After all, your business is like no other.

While standardization has become the norm, Insa takes customization to new levels. Its innovative design allows for the installation to be configured specifically to your needs. Whether you are an independent asset manager, bank, insurance company or institutional investor: you do have unique internal and external requirements. Our broad client base and wealth of experience ensures that Insa incorporates your needs.

Software, Platform, Support

The best software solution is only as good as its platform and the support you get. We guarantee that our products are secure, flexible and simple for implementation and usage. Insa’s support philosophy has its clients at its core. From day one you can rely on our support staff to understand your needs, comprehend your business and be available at all times. Our personal approach to training and support ensures you will use the system quickly and have an extraordinary relationship with the support staff. Insa is based on the latest Microsoft platforms. This ensures that your IT investments are kept to a minimum as the required hard- and software architecture will most probably be already in place.

Insa software


We believe that good communication is base for making good business. That is why we organize focus groups and conventions for our users, organize technology meet-ups, CodeCamps and participate in many conferences to keep in touch with our colleagues. Here is our recent activity:

Insa software

The IT and Cybersecurity Leaders’ Roundtable

June 2020

Insa CEO Bernard Katic is part of the panel on Cybersecurity with IT leaders from prominent firms across Germany, Austria, and Switzerland hosted by Ortus Club . Main discussion will focus on challenges and issues, some of which will need to be processed, solved, and adapted to very quickly in order to ensure business continuity in post-covid19 era.

Insa software

INSA Lugano

December 2019.

We are pleased to announce the opening of a new office located in Lugano. The new location will strengthen Insa’s presence and offer dedicated space for meeting with our clients, partners and with our support specialists.The new office is operating also in Italian.

Insa software


September 2019.

Our Tech team is been organizing IT conference as a chance to meet colleagues and share knowledge with new technologies. In 3 days there are more than 60 sessions, 10 workshops and much more content. This helps us to be innovative in development of Insa!

Our Partners


Feel free to contact us to find out more about us and arrange meeting or demo.