Insa offers portfolio and data management solutions for companies of all sizes. Tailored to your needs and requirements.

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

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Performance &
Risk Analytics

  • Performance measurement (MWP / TWP)
  • Performance attribution & contribution
  • State-of-the-art risk statistics
  • Value-at-risk calculation

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Portfolio Modeling & Investment Proposals

  • Sophisticated model construction
  • Automated multi-portfolio rebalancing
  • Proposal generation and reporting
  • Multi-portfolio order generation

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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

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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)

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Portfolio Monitoring & Trading Compliance

  • Individual restriction management
  • Suitability/Appropriateness Control
  • Money laundering check and reports
  • Full Banking Standard Audit Log tracks all changes

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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

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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, ..

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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

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Business Automation

  • Automated workflows
  • Inclusion of external programs
  • Inclusion of non-it tasks

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Client Interface

  • Multi-device accessibility
  • Ad hoc performance calculation
  • Anonymized information for data protection

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Private Equity

  • Evaluation of Private Equity Portfolios
  • Evaluation of Private Equity as Single Securities
  • Evaluation of Non-Bankable Assets

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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

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MARVEES

  • Extracts data from scanned and digital financial documents
  • Understands the structure of complex bank statements
  • AI-driven document analysing for high-volume workflows
  • Designed for seamless integration with INSA and other systems

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AI projects

  • AI-driven risk and growth forecasting for financial institutions
  • Intelligent financial agents for analysis and real-time insights
  • Virtual AI nutrition assistant for personalized wellness planning
  • AI-powered teaching assistant for adaptive learning experiences

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Insa software can be customized for all finance institutions

Independent asset managers & family offices
Private & State banks
Institutional investors & fund administrators


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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 This advanced AI-powered tool was crafted to help business owners, investors, and financial analysts make data-driven decisions with real-time financial risk assessments. Traditional risk assessments often lack flexibility and adaptability, but our solution leverages machine learning, expert systems, and LLMs to analyze financial data, evaluate risks, and generate customized reports with clear, actionable recommendations. Designed for adaptability, it integrates advanced AI models for insolvency risk calculations and financial forecasting while continuously evolving to comply with global financial regulations and market changes. This powerful solution drives more intelligent decision-making, boosts financial security, and delivers a user-friendly system optimized for global markets.

Smarter Financial Management with AI


AI-driven analytics and automation streamline financial operations, optimize cash flow, and enhance business decision-making.

Intelligent AI Agents for analyzing financial data, forecasting risks, and supporting investment strategies with real-time insights.

Financial AI Agents


Advanced AI agents for automating processes in financial organizations.
An AI-powered virtual learning assistant for personalized support for students, educators, school administrators, and parents.

AI Virtual Teaching Assistant


Intelligent tutoring system that enhances online learning by providing personalized support, answering queries, and automating administrative tasks.
We developed an AI-powered nutrition assistant that simplifies dietary recommendations and meal planning for health-conscious individuals, nutrition experts, food producers, and fitness enthusiasts.

AI Virtual Nutritionist


An AI-powered platform that tailors meal plans and nutritional advice based on individual health data and lifestyle preferences.

Our Partners


Korto Logo - Insa Partner
Verband Schweizerischer Vermögensverwalter Logo - Insa Partner
IGUV Logo - Insa Partner
SGVV Logo - Insa Partner
Microsoft Logo - Insa Partner
Finova Logo
Bloomberg Logo - Insa Partner
SIX Logo - Insa Partner
Lexiance Logo - Insa Partner
Infront Logo - Insa Partner

Our Certifications


ISO 9001:2015 Badge
ISO 27001:2013 Badge

Looking for a new software? Let's work together!


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