Your personalised Portfolio Management Software
Portfolio Risk
Compliance
Straight Through Processing
Risk Management Tools
Performance Fees
Restrictions
Money Laundering Control
Multi lingual GUI

Functionalities

Banks and Independent Asset Managers
Both banks and independent asset managers have many requirements in common. Both have clients who have deposited assets either directly or indirectly with them. The Insa user, be it bank or independent asset manager is provided with the following functionality.


Pension Funds & Insurances (Institutional Investors)

Institutional Investors have requirements that differ from banks and independent asset managers. When Insa is installed the Institutional Investor option is selected that automatically sets the system to the required functionality.