Portfolio Management System

INSA PMS FUNCTIONALITY IN A NUT SHELL

Portfolio Management Hierarchical structure – company, client, portfolio, custody account Multiple consolidation possibilities including ad hoc Portfolio analysis including order generation

Learn More

INSA MANAGEMENT DASHBOARD

Management Dashboard is a very easy to use interactive web tool which allows you to drill down into client portfolios.

Designed for: Company/Bank Top management, Portfolio Managers, Compliance Officers, External Portfolio Managers

Interface displays portfolios as set of tiles – color indicating portfolio YTD performance.

Learn More

INSA ONLINE

The Insa Online is browser based application which allows the asset manager or his/her client to view (online) up to date information about one or more portfolios. The user can also generate a detailed Insa Performance Report and many more functions.

Learn More

TRESURY

Insa Treasury Enterprise PMS is integral solution covering Treasury/Investment Banking/Risk Management departments of the bank, including front-office, risk management, middle office/compliance to back office and reporting.


Native application for iPad and other Apple devices

Insa Portfolio Management System clients and their customers now have worldwide secure access to online valuations of their portfolios via the iPad. Users are able to select individual portfolios or consolidate all.

    INSA for iPad provides:

  • Display of individual investments grouped by asset class or currency
  • Charts displaying various risk exposures
  • Complete client reporting which includes:
  • Detailed statement of investments
  • Performance charts
  • Performance attribution and contribution
  • Various risk metrics
  • Cash flow projections
  • ...and much more

  • List of executed transactions for any given time period.