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.
The most common tiles are:
- 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