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
Interfaces to custodian banks and price providers
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, user days and conventions for our users, and participate in many conferences to keep in touch with our colleagues. Here is our recent activity:

Insa software


September 2018.

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

Insa software


April 2018

Software architecture is key in developing good, stable and reliable IT system, we are lucky to have one of the best software architect among us. Bernardin Katic is sharing his experience on Windays, leading business/IT conference in Poreč- Croatia. He is participating on Technology Keynote and is additionally speaking on two technical sessions about S.O.L.I.D. software design principles, and the importance of software architecture.

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