INSA ONLINE

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.

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Take your portfolio with you

Made to follow requirements of busy schedule.

Portfolio manager can give access to real-time status of clients portfolio. With easy to use interface it is possible to navigate through application, print report, consolidate and more.

Basic functions

  • Standard client reporting. Can be printed or saved to PDF
  • Asset Allocation Chart
  • Performance Developement
  • Instrument prices and complete prices history for all instruments
  • Transactions list which can be filtered, sorted and grouped
Dashboard Tile

Available on all devices with internet access

Desktop, laptop, android/apple Tablets, mobile phones- Insa is accessible everywhere!

Look & Feel

Layout is highly customizable to follow look and feel of your company brand.