In an industry where speed, precision, and transparency are critical, manual processes can no longer keep up. Every manual step – whether it’s entering trades, checking compliance rules, or calculating fees – introduces risk, delays, and cost.
That’s why forward-thinking wealth managers are turning to automation not just for convenience, but for competitive advantage.
At INSA, we believe automation should be embedded across the portfolio management lifecycle – to free up time, reduce errors, and drive profitability.
The Challenge: Manual Workflows in a High-Stakes Environment
Legacy systems and fragmented tools often force advisors and back-office teams to:
- Re-enter data multiple times
- Manually calculate fees at the end of each quarter
- Double-check trades and rebalancing proposals
- Rely on Excel to track regulatory compliance
These inefficiencies don’t just slow down operations – they increase the likelihood of costly mistakes.
The INSA Solution: End-to-End Workflow Automation
INSA PMS includes a robust automation engine that powers critical functions across your daily operations – helping your team focus on clients, not on data entry.
Here’s how it works:
⚙️ Trade Lifecycle Automation
From investment proposal to execution, INSA automates the full order flow:
✔ Model-based rebalancing
✔ Suitability & compliance pre-checks
✔ Order generation
✔ Execution tracking
✔ Post-trade documentation & audit trail
💼 Fee Calculation & Billing
Save hours each quarter by automating:
✔ Management fee calculation
✔ Performance-based fee modeling
✔ Tiered structures
✔ VAT and tax treatment
✔ Invoicing & export to accounting
📋 Compliance Workflows
INSA monitors your portfolios in real time and triggers alerts or actions when:
✔ Investment restrictions are breached
✔ Risk tolerance is exceeded
✔ Holdings deviate from client mandate
✔ Suitability criteria are not met
📨 Client Reporting & Communication
✔ Automatically generate and distribute periodic reports
✔ Include performance data, fees, disclosures, and commentary
✔ Choose channels: client portal, email, print
🔄 Repetitive Back-Office Tasks
INSA can automate:
✔ Daily reconciliation with custodians
✔ Data import from market data providers
✔ Scheduled backups and data checks
✔ Internal notifications and reminders
Tangible Business Impact
✅ Save Time Across Teams
Advisors, compliance officers, and support staff spend less time on manual work and more time on high-value activities.
✅ Minimize Human Error
Automated workflows follow defined logic – eliminating slip-ups and omissions.
✅ Increase Profitability
Fee automation ensures accuracy and consistency – so you don’t leave revenue on the table.
✅ Scale Operations Efficiently
With automation in place, firms can manage more portfolios without increasing headcount.
Example: Automation in Action
A mid-sized asset manager using INSA reduced the time spent on quarterly fee processing from 3 full days to under 2 hours – with automatic validation, calculation, and invoicing across 150+ clients.
They also automated suitability checks, cutting portfolio review time by 40% while improving compliance quality.
The Future of Portfolio Management Is Automated
In an increasingly complex environment, automation is no longer about doing more with less – it’s about doing better with less risk.
With INSA PMS, you get a system that works for you and with you – streamlining your operations while strengthening your service.
📩 Ready to reduce manual effort and increase profitability? Let’s talk automation.
📧 info@insa-software.com | 📞 +41 44 221 30 20