Your personalised Portfolio Management Software
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Multi lingual GUI

Insa Customer Portal

The Insa Client Portal is a browser based (IE, FireFox, Chrome, Safari) application which allows the asset manager or his/her client to view (online) up to date information and about one or more portfolios. The user can also generate a detailed Insa Performance Report.

As the image shows tiles with different information can be displayed.

Insa Dashboard

The most common tiles are:

Insa Portal