🚀 Exciting Update!We are proud to share the release of the VSV-ASG Technology Radar 2024, a collaboration the Verband Schweizerischer Vermögensverwalter (VSV) and EAM.Technology AG. They’ve created a comprehensive study offering valuable insights for wealth managers, technology providers, and banks navigating the evolving PMS & CRM landscape. A heartfelt thank you to VSV for including us in this! 📥 Don’t …

Our Croatian team had the privilege of participating in this year’s forum alongside CEOs from major banks, the Croatian Prime Minister, and the Governor. It was a fantastic opportunity to discuss the future of the investment market and showcase our innovative solutions – INSA Investment Software and KORTO – tailored for the financial sector. Thank you to Poslovni dnevnik for …

As the crisp autumn air sets in, we are excited to share some major updates and announcements from our team here at INSA. It’s been a season of innovation and progress, and we’re thrilled to introduce two new powerful modules designed to enhance your portfolio management experience. New Features in INSA Private Equity ModuleWe’re expanding with a cutting-edge Private Equity …

The KulenDayz Conference 2024 was a blast! 🎉 Three days packed with expert talks, hands-on workshops, networking, and fun activities in the heart of Slavonia. There was an amazing lineup of IT professionals, engaging sessions, and a fantastic community atmosphere. Check out this short video to relive some of the best moments! 📹👇

As we wrap up another productive week, we have a fantastic book recommendation for your weekend reading: „RUNNING MONEY: Professional Portfolio Management“ by Scott Stewart, Christopher Piros, and Jeffrey Heisler. This insightful book delves into the intricacies of professional portfolio management, offering valuable perspectives and strategies for managing investment portfolios effectively. It’s a must-read for anyone in the finance industry …

Our Croatian team is thrilled to host the Slow Down IT Conference from August 30th to September 1st, 2024, in Osijek at the Faculty of Agrobiotechnical Sciences Osijek and IT Park! Welcome to KulenDayz – where tech, fun, and Slavonian charm meet! For over 15 years, we’ve brought together top IT experts and young talents from all over, fostering connections …

Today, we celebrate the energy, creativity, and potential of young people worldwide. We believe in empowering the next generation to lead with innovation and vision. It’s the fresh perspectives of young minds that also help us drive our advancements in portfolio management software and AI document solutions. Here’s to the youth who are shaping the future with their bold ideas …

Looking for an inspiring and insightful read this weekend? Check out „PRINCIPLES: Life & Work“ by Ray Dalio. Ray Dalio, one of the world’s most successful investors and entrepreneurs, shares his unconventional principles that have guided him through a remarkable career. From founding Bridgewater Associates in his apartment to building it into a hedge fund powerhouse, Dalio offers practical lessons on …

🐾 Tomorrow is World Cat Day and we celebrate our feline friends who bring joy and a touch of unpredictability to our lives. A special shoutout to Edgar, our CEO’s cat, who has become an honorary team member by frequently crashing our daily meetings. Edgar’s unexpected appearances always bring a smile to our faces and remind us of the importance of …

Today, we celebrate the rich history and vibrant culture of Switzerland. As a Swiss company specializing in portfolio management and AI-driven document solutions, we are proud to contribute to our nation’s tradition of innovation and excellence. Let’s take a moment to appreciate the beautiful landscapes, the diverse heritage, and the pioneering spirit that define our country. Wishing everyone a joyous …

We are thrilled to announce that we’ve recently won several highly rated public tenders in Croatia over the past two months! 🎉 Our team has been entrusted by: This achievement underscores the hard work, dedication, and expertise of our incredible team. We are immensely proud of their efforts and the trust that these prestigious institutions have placed in us. Thank …

Today, we celebrate the unsung heroes behind the scenes who keep our systems running smoothly and securely. We’re incredibly grateful for our Head of Technology, Igor, and his unwavering dedication and expertise. His and his teams vital work ensures that our portfolio management software and AI-driven document solutions operate flawlessly, providing our clients with reliable and efficient tools to manage …

We believe in the power of flexibility and relaxation. With our cutting-edge portfolio management software, you can operate from anywhere in the world — even from a hammock on the beach. 🏖️ Our innovative solution, INSA Online, ensures that your clients can also access their portfolios and reports anytime, providing them with reassurance and freedom, while giving you more time to …

Just like a game of chess, successful portfolio management requires strategic thinking, foresight, and precise execution. At Insa, we specialize in developing advanced portfolio management and document solutions that help our clients stay ahead of the game. Our tools are designed to provide clarity, enhance decision-making, and optimize performance, much like a well-played chess strategy. Let’s celebrate the power of …

In a recent interview with a renowned publication, Bernardin Katić shared his journey of linking Osijek to the global IT market. As the owner of an international company and the organizer of one of the most prominent IT events in Eastern Europe, Bernardin has become a pivotal figure in the region’s entrepreneurial and technological landscape. From Local Beginnings to Global …

As we all enjoy the summer sun in the coming weeks, we are just giving you something to think about for your business to make your days easier the whole year: KORTO and MARVEES. These powerful tools are designed to revolutionize the way you manage documents and optimize your workflows, ensuring efficiency, accuracy, and compliance every step of the way. …

Meg Whitman We live by this mantra. Our passion for developing innovative portfolio management and document solutions is what drives our success. When you love what you do, it shows in the quality of your work and the satisfaction of your clients. Let’s continue to fuel our companies with passion and dedication, knowing that success will naturally follow. Embrace what …

The Federal Council has confirmed the implementation of the final Basel III standard, set to take effect on January 1, 2025. This decision reinforces Switzerland’s commitment to enhancing bank solvency and liquidity in line with international standards. The updated Capital Adequacy Ordinance (CAO) will enshrine these standards into Swiss law, ensuring that banks maintain stronger capital backing for riskier areas …

On this Micro-, Small and Medium-Sized Enterprises Day, we salute the resilience, innovation, and contribution of small businesses worldwide. We understand the unique challenges faced by SMEs, which is why we’re proud to offer modular software solutions tailored to the needs of each client – big or small. 🔧 Tailored Solutions for Every Business Size Our modular portfolio management software is …

We had an incredible time at the IGUV event „Solutions for Asset Managers“ on June 13, 2024, in Lugano! 🌟 Our Marco Mazzon did a remarkable job showcasing our cutting-edge solutions: INSA, KORTO, and MARVEES. The audience was highly engaged and showed great interest in our offerings, which are designed to optimize and innovate the portfolio management process for independent …

As the European elections approached, the financial markets were poised for potential shifts. Historically, elections in major economies tend to introduce elements of uncertainty that can impact economic growth, monetary policy, and overall market stability. This year’s European elections are expected to bring significant changes, especially with the rise in influence of right-wing parties, which could alter coalition dynamics within …

As we celebrate the preservation of knowledge and history on World Archive Day, we’re proud to highlight our AI tools, KORTO and MARVEES, revolutionizing document management. 🔍 KORTO: Our cloud-based records management solution is your go-to tool for effortlessly managing archives. Whether you need to retrieve a document from years past or ensure compliance with data regulations, KORTO stands by you …

Today, we honor the importance of family, not just at home but also within our company and with our clients. We strive to create a sense of family, fostering a supportive and inclusive environment for our team and clients alike. Just like a family, we support each other through challenges, celebrate successes together, and grow stronger as a unit. Our …

Our CEO, Bernardin Katić, delivered an insightful lecture on „Modern Capital Management with Artificial Intelligence“ at the prestigious Technobank conference organised by ASIT. The attendees were captivated as he explored the cutting-edge advancements in capital management powered by AI. In addition to our CEO’s lecture, our team proudly showcased our innovative solutions, INSA and KORTO, which are revolutionising portfolio management …

Our CEO, Bernardin Katić, will be holding a lecture on „Modern Capital Management with Artificial Intelligence“ today at the prestigious Technobank conference organised by ASIT. Join us as we explore the cutting-edge advancements in capital management powered by AI. But that’s not all! Our team will also be presenting our innovative solutions, INSA and KORTO, at the event today and …

Check out this article discussing the recent rise in gold prices, with the precious metal hitting fresh record highs above $2350 an ounce. Stay informed about the latest trends in the gold market. Read more here: https://www.economies.com/commodities/gold-news/gold-scales-fresh-record-highs-above-$2350-an-ounce-44217

Just as nature undergoes a transformation, we too are witnessing exciting developments in our business that we are eager to share with you. Embracing Growth and Innovation:Our commitment to innovation remains unwavering. Through tireless development efforts, we continue to refine our products to meet the evolving needs of our clients. Enhanced Efficiency and Streamlined Processes:Spring symbolizes a time of renewal, …

Today, on International Day of Happiness, we’re reminded of the profound impact that joy and positivity have on our lives and work. We understand that happiness is not just a destination but a vital part of the journey towards success. Our software solutions are designed not only to optimize portfolio management processes but also to foster a culture of positivity …

Today, on International Sleep Day, we’re reminded of the importance of rest and rejuvenation in achieving our goals. Just as quality sleep is crucial for optimal performance, our software solutions are designed to streamline portfolio management processes and enhance decision-making capabilities, empowering our clients to achieve their financial objectives with clarity and precision. As we celebrate the restorative power of …

As we celebrate the mathematical constant π (pi) tomorrow, we’re reminded of the precision and reliability that underpin both mathematics and our work. Just like the infinite digits of pi, our commitment to innovation knows no bounds. Through our advanced software solutions, we empower financial professionals to navigate the complexities of the market with accuracy and efficiency. On this special …

Today, on International Women’s Day, we take a moment to celebrate the invaluable contributions of women in business. As developers of leading portfolio management software and AI solutions, we’re proud to recognize the diverse talents and achievements of women in our industry. From pioneering new strategies to fostering collaborative environments, women play a vital role in driving innovation and success. …

We’re thrilled to see the forward-thinking approach of Maerki Baumann, a Swiss private bank, as they step into the world of crypto services. This move underscores the importance of innovation in the financial industry, and it’s a direction that aligns perfectly with our mission. Article Link We understand the evolving needs of financial institutions. That’s why we specialize in cutting-edge …

Thomas Edison’s words resonate deeply with us as developers of portfolio management software and AI solutions. „I have not failed. I’ve just found 10,000 ways that won’t work.“ Innovation is not a straight path; it’s a journey filled with twists, turns, and, yes, even failures along the way. But each setback is not a defeat; it’s a valuable lesson learned. …

On International Polar Bear Day, we’re reminded of the intricate balance required for success—both in nature and in business. As pioneers in portfolio management software and AI solutions, we leverage this day as a catalyst for heightened awareness and action towards innovative business practices. Similar to the adaptability of polar bears in their changing environment, our software solutions empower businesses …

Recent data from the Swiss National Bank (SNB) indicates a surge in foreign currency reserves, potentially paving the way for a weaker Swiss franc. This development has led analysts to upgrade Swiss stocks, citing their resilience and appeal to investors. Pharmaceutical and food companies, prominent in the Swiss index, are expected to benefit from a depreciating franc due to their …

„Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.“ by Albert Schweitzer As we develop cutting-edge portfolio software and AI solutions, we prioritize fostering a culture of happiness and fulfillment among our team and clients. We believe that when passion and purpose align, success naturally …

🌱 Embracing the Spirit of the Earthworm: Celebrating the Unsung Heroes of Business 🌿 Tomorrow marks the „Day of the Earthworm“, a gentle reminder of the immense impact even the smallest creatures can have on our ecosystem. Just as earthworms play a vital role in nurturing the soil and promoting growth in nature, so too do the seemingly small and …

We wholeheartedly embrace the profound wisdom of Albert Einstein: „Imagination is everything. It is the preview of life’s coming attractions.“ In our journey towards innovation, we recognize that imagination is the cornerstone of progress. By harnessing the power of imagination, we envision and create groundbreaking solutions in portfolio software and document solutions. Our commitment to pushing the boundaries of imagination …

Thriving businesses understand: It’s not just about cutting-edge tech; it’s the people who propel us forward. Employee satisfaction isn’t a perk – it’s a powerhouse for success. At INSA Investment Software AG, we hold our team in high esteem, recognising that their passion and dedication are the true driving forces behind our innovations. Here’s to investing in our most valuable …

In a recent development, Bitcoin has experienced a significant drop below the $40,000 mark, reaching its lowest point since the approval of ETFs. The article explores the factors contributing to this decline and discusses the potential implications for the cryptocurrency market. Investors and enthusiasts are closely monitoring these developments as they navigate the evolving landscape of digital assets. Read more …

Explore key insights from Davos 2024 in Lombard Odier’s latest article: Stay informed about the latest trends and opportunities shaping our post-pandemic world.  https://www.lombardodier.com/contents/corporate-news/in-the-news/2024/january/davos-2024-a-window-into-the-reo.html Also interesting but in German is this NZZ article:https://www.nzz.ch/wirtschaft/einmal-woke-und-zurueck-ld.1774206

Starting January 1, 2024, changes in investment regulations for insurance companies come into effect with the revised Insurance Supervision Act and revised Supervision Ordinance. These updates ensure alignment with risk capacity, solvency, and business activities.

Dear Clients, Partners, and Employees, As the year draws to a close, we extend our sincere thanks for your collaboration and support throughout 2023. It has been a year filled with exciting endeavors, and we are truly grateful for the shared successes. As we reflect on the accomplishments of the past year, we eagerly anticipate the opportunities that lie ahead …

Check out this insightful Forbes article that provides a comprehensive overview of the stock market’s performance throughout the year. Gain valuable insights, key trends, and expert analysis to stay informed about the financial landscape. Whether you’re an investor, financial professional, or simply curious about market dynamics, this article is a must-read.  Click the link below to dive into the details!  …

Our integrated suite of products, MARVEES, KORTO and CHRONOS, offers a powerful solution to save you both time and money. Harnessing the power of artificial intelligence, MARVEES can effortlessly extract data from various documents such as bank statements, identity papers, and more. The output is a standardized JSON file, perfect for importing bank or broker transactions into our INSA Portfolio …

Thrilled to share that we and our partner KORTO will be at the WealthIN, July 10-11, 2024, at Kongresshaus Zurich! Looking forward to connect with you and explore opportunities together. Check out their website for more details: https://wealthin.ch/

What an incredible day at SGVV’s conference in Zurich! Our CEO, Bernardin Katic, took center stage to introduce the game-changing record management system, KORTO, to a captivated audience. The energy and enthusiasm around the whole event were truly inspiring. Throughout the event, Bernardin Katic and Yves Kopp engaged in insightful discussions and answered questions, providing attendees with a deeper understanding of how KORTO is revolutionizing record management in the …

A nationwide event dedicated to fostering innovation and nurturing entrepreneurial talent! 🌟 This incredible initiative is set to take place simultaneously in 4 vibrant Croatian cities: To inspire and cultivate groundbreaking ideas, paving the way for successful businesses. We are especially honored to share that our CEO, Bernardin Katic, was attending and delivered a thought-provoking lecture, enriching the event with his expertise …

We are thrilled to share the outstanding success of our team at the Network11 conference. Our CEO Bernardin Katic, alongside our partners Adis Jugo and Mustafa Toroman, delivered groundbreaking lectures that captivated the audience and showcased our innovative technologies. 🚀 But it wasn’t just about professional achievements; it was a fantastic opportunity for team building! Nearly the entire Insa team was present, fostering collaboration, …

In the midst of the ongoing Israel-Hamas conflict, our hearts go out to all the people affected in the region.  At this challenging time, it is crucial to understand the potential ramifications this conflict might have on global markets. In the following article from Morningstar, the authors insightful analysis sheds light on the economic landscape amidst adversity, emphasizing the need …

We came across this insightful Forbes article titled „The 10 Biggest Business Trends for 2024: Everyone must be ready for now“ and couldn’t wait to share it with you! The piece brilliantly highlights the upcoming trends shaping the business landscape in 2024. From cutting-edge technologies to innovative strategies, this article provides a comprehensive glimpse into the future of business. Check …

Our CEO Bernardin Katic had an amazing time speaking at the NT Konferenca in Portorose, Slovenia! Fantastic attendees, superb feedback, and some thought-provoking questions. He is grateful for the opportunity!  Check out the event.

Are you currently spending too much time maintaining data in programs and doing administrative work? Time that you would rather spend with your customers? Insa Investment Software offers you a comprehensive and yet playfully simple solution. Thanks to our module Chronos, we offer you the possibility to automate recurring processes. Whether it’s monitoring maturing bonds, generating portfolio reports for your clients, …

Artificial Intelligence – A term that’s often met with excitement and apprehension, but let’s cut through the hype and focus on the real value it brings to the table. At INSA, we firmly believe that AI is not just a buzzword or a fleeting trend; it’s a long-term investment in improving our services, making our clients‘ lives easier, and driving …

In today’s rapidly evolving financial landscape, choosing the right Portfolio Management System (PMS) is crucial for success. Our partner IGUV’s blog post provides invaluable insights and tips on how to navigate this important decision. Link to the blog post Of course, we could say: Just stay here and implement INSA. But we want you to find the best solution for your …

Introducing Marvees: your intelligent document assistant. Just imagine all the time and energy you’ll save with this game-changing tool. Discover more about Marvees and how it can revolutionize your work in our latest article.

The new Swiss data security law, which comes into force on September 1st 2023, can be a challenge! But our customers and their clients can rest assured knowing our team ensured that INSA, KORTO and MARVEES are fully compliant.  In cooperation with the law firm Walder Wyss Ltd. in Zurich, all related documents were audited and revised. If you have any questions, …

Worldwide, there are only about 100 people who have received an award as Microsoft Most Valuable Professional in the field of artificial intelligence. We are very proud that our CEO Bernardin Katic is one of them. Link to Microsoft

Every year in September our Croatian team organizes an IT conference in Osijek. This year nearly the whole Swiss team attended it, too. For more info click here:https://kulendayz.com If you’re wondering, what Kulen is, just follow this link.

Last week our CEO Bernardin Katic spoke at CollabDays Zagreb conference about artificial intelligence. It was a great opportunity and a fantastic audience! If you are interested in how AI can save you time and money in your daily business, contact us any time. 

We are delighted to have been awarded these ISO certificates as we worked hard on our procedures to ensure our products and services meet the needs of our customers. ISO 9001 is the international standard that specifies the requirements for a quality management system (QMS). This standard is based on a number of quality management principles including a strong customer …

We are so proud to announce that Korto is featured again in the latest IGUV Asset Manager. We also presented our latest development Marvees in this magazine…  Link to the german edition. If you are interested in the englisch translation of the two articles, please, don’t hesitate to contact us at info[at]insa-software.com.

During this season of giving, we’d like to give a big thanks to our clients. You make our days merry and bright all year round! Wishing you a peaceful, joyful holiday season and an even better year than the last! December 2022

After a two years break we got together with our clients and „climbed“ the highest mountains with them. It was an exciting day for all of us and we wish to thank all attendees for their interest and valuable input.

We are so proud to be able to present Korto and INSA in the latest IGUV Asset Manager…  Link to the german edition. If you are interested in the englisch translation of the two articles, please, don’t hesitate to contact us at info[at]insa-software.com.

The new Insa Image Video is finally revealed. We are very proud of the result and like to hear your feedback. So how do you like it?

Best wishes for the Holidays, and for health and happiness throughout the coming year.  December 2021

So proud to be part of the largest community-driven conference focusing on Office 365, Teams, SharePoint, Business Apps and Power Platform topics in the world: European Collaboration Summit! During three-day event, our team delivered first live demo of our KORTO app and shared best practices for Record Management.

KORTO is a reliable anchor for customers’ records, helping them to achieve compliance in a seamless and non-intrusive way. It uses AI to help customers to classify and find their records, and it uses Blockchain to help them secure and provide evidence for records lifecycle.

We are thankful and proud to announce that all 3 Insa offices (Lugano/Zurich/Croatia) work full time during this hard period for all. All employees on board, with no changes apart from working from home due to the situation. All support e-mails should be sent to support@insa-software.com

December 2020

What is driving the change in Portfolio Management Software? Read an article by our Marco Mazzon on Digital Transition and need for a solid Portfolio Management System. Link to article

We are partnering with Lexiance to provide our clients an option for building a solid compliance architecture, not only towards regulators and regulations, but essentially in full control of all legal, operational and reputational risks they have to face. With the largest range of services and a very cost effective offer, Lexiance support its clients in building and running an efficient, solid …

Insa CEO Bernard Katic is part of the panel on Cybersecurity with IT leaders from prominent firms across Germany, Austria, and Switzerland hosted by Ortus Club . Main discussion will focus on challenges and issues, some of which will need to be processed, solved, and adapted to very quickly in order to ensure business continuity in post-covid19 era.

We are pleased to announce the opening of a new office located in Lugano. The new location will strengthen Insa’s presence and offer dedicated space for meeting with our clients, partners and with our support specialists.The new office is operating also in Italian.

Our Tech team is been organizing IT conference as a chance to meet colleagues and share knowledge with new technologies. In 3 days there are more than 60 sessions, 10 workshops and much more content. This helps us to be innovative in development of Insa!

Software architecture is key in developing good, stable and reliable IT system, we are lucky to have one of the best software architect among us. Bernardin Katic is sharing his experience on Windays, leading business/IT conference in Poreč- Croatia. He is participating on Technology Keynote and is additionally speaking on two technical sessions about S.O.L.I.D. software design principles, and the …

Our Bernardin Katic is a speaker at Fintech conference, providing answers to technological issues and trends in the financial sector. Key point was how technology shapes the future of the financial sector.

At Croatian Chamber of Economy at Zagreb we were called to present our MIFID2 module on their conference Fin@Tech. Key point was how technology shapes the future of the financial sector.

Our development team organized major Information Technology Conference in Croatia called KulenDayz. With more than 600 participants, 3 conference days and over 60 sessions we are building strong community which helps us to choose best tools to develop Insa solutions.

We have gatherd very valuable client input on our #insaConvention2017 and now we can focus on future plans for Insa!

Insa participated as one of selected leading software providers at UBS event.