About

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

Solutions

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

Conferences

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

Fin@Tech

may 2017

At Croatian Chamber of Economy at Zagreb we were called to present our MIFID2 module on their conference Fin@Tech. Key point was how technology shapes the future of the financial sector.


Insa software

INSA CONVENTION 2017

30.-31.05.2017.

We have gatherd very valuable client input on our #insaConvention2017 and now we can focus on future plans for Insa!


Insa software

UBS PROFIM EXPO

may 2017

Insa participated as one of selected leading software providers at UBS event.


Our Partners

Insa software
Insa software
Insa software
Insa software
Insa software
Insa software

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