About us
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.
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.
Portfolio Management &
Reporting
- Hierarchical structure of clients / assets
- Performance measurement on alllevels
- Flexible user-defined report generator
- Multi-lingual user interface and reporting
Performance &
Risk Analytics
- Performance measurement (MWP / TWP)
- Performance attribution & contribution
- State-of-the-art risk statistics
- Value-at-risk calculation
Portfolio Modeling & Investment Proposals
- Sophisticated model construction
- Automated multi-portfolio rebalancing
- Proposal generation and reporting
- Multi-portfolio order generation
Fee &
Profitability Management
- Calculation of management fees
- Calculation of performance fees including high water marks
- Client invoices and bank instructions to debit fees
- Measurement of client profitability
Client Relationship Management (CRM) & Document Management
- Full CRM System integrated
- Integrated DMS functionality
- Option of full integration of external DMS Systems
- Option of integration of KORTO (Record Management)
Portfolio Monitoring & Trading Compliance
- Individual restriction management
- Suitability/Appropriateness Control
- Money laundering check and reports
- Full Banking Standard Audit Log tracks all changes
Trading &
Order Management
- Pre Trade Compliance Checking
- Order Management for all order types
- MIFID II / FIDLEG Reporting
- Automatic order execution over Bloomberg EMSX & FIX protocol
Interfaces to Custodian Banks & Price Providers
- Transaction interfaces to various banks (currently >50)
- Market feed interfaces to Telekurs, Bloomberg, Reuters, ...
- Financial accounting interfaces to ABACUS, Sage, SAP..
- Custom interfaces to regulatory organizations, core systems, DMS, CRM, Risk Analytics, ..
Fund Distribution
Management
- Net Asset Value Calculation/Verification
- Reconciliation of holdings with custodian and administrator
- Complete Fees and Accrual calculation
- Custom Fund Factsheets generator
- Fund risk calculation
Business Automation
- Automated workflows
- Inclusion of external programs
- Inclusion of non-it tasks
Client Interface
- Multi-device accessibility
- Ad hoc performance calculation
- Anonymized information for data protection
Private Equity
- Evaluation of Private Equity Portfolios
- Evaluation of Private Equity as Single Securities
- Evaluation of Non-Bankable Assets
KORTO
- AI-powered document classification and automation
- Integrated compliance and legal restriction management
- Secure, cloud-based infrastructure with Microsoft Assure
- Blockchain-backed audit trails for tamper-proof data integrity
MARVEES
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Extracts data from scanned and digital financial documents
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Understands the structure of complex bank statements
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AI-driven document analysing for high-volume workflows
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Designed for seamless integration with INSA and other systems
AI projects
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AI-driven risk and growth forecasting for financial institutions
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Intelligent financial agents for analysis and real-time insights
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Virtual AI nutrition assistant for personalized wellness planning
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AI-powered teaching assistant for adaptive learning experiences
Insa software can be customized for all finance institutions
Independent asset managers & family offices
Private & State banks
Institutional investors & fund administrators
AI Solutions
Our ready-to-use AI solutions are designed to integrate into your business, boosting efficiency, optimizing processes, and driving measurable results.
Smarter Financial Management with AI
AI-driven analytics and automation streamline financial operations, optimize cash flow, and enhance business decision-making.
Financial AI Agents
AI Virtual Teaching Assistant
AI Virtual Nutritionist
Our Partners
Our Certifications
