In a world where investors are increasingly informed and expectations are higher than ever, reporting is no longer just a regulatory necessity – it’s a key part of your client experience.
Whether your clients are looking for portfolio insights, risk analysis, or simply clarity in performance tracking, your ability to deliver professional, accurate, and personalized reports speaks volumes about your service quality.
At INSA, we empower wealth managers to transform reporting from a routine task into a strategic advantage.
The Shift Toward Personalization in Reporting
Clients no longer want to sift through 20-page generic statements filled with technical jargon. They want:
- Clear overviews
- Custom benchmarks
- Performance explained in plain language
- Visually engaging formats
- Timely delivery – across digital channels
Wealth managers who understand and anticipate these expectations are the ones who build long-term trust and client satisfaction.
INSA Reporting Engine: Built for Precision and Personalization
INSA PMS includes a powerful and flexible reporting module that adapts to the way you work – and the way your clients want to receive information.
Key Features Include:
📝 Customizable Templates
Create branded templates that match your firm’s identity – with your logo, colors, and layout preferences.
📊 Modular Report Blocks
Select from a wide range of report sections:
- Portfolio performance
- Asset allocation
- Benchmark comparison
- Risk metrics
- Fee breakdown
- Cash flows
- Custom comments or strategy notes
📅 Scheduled or On-Demand Reporting
Set automated reporting cycles (e.g., monthly, quarterly) or generate tailored reports instantly.
🌍 Multi-Language & Multi-Currency Support
Serve clients around the world with reports adapted to their preferred language and reference currency.
💡 Client-Specific Configuration
Each client can receive the level of detail they want – from executive summaries to full deep dives.
📤 Digital Delivery Options
PDF, email, client portal, print – choose what fits your client’s habits best.
Stand Out with Reports That Speak Their Language
With INSA, you’re not limited to standard templates. You can go further:
- Add personalized cover letters or commentaries
- Include charts and visuals for better comprehension
- Align KPIs to client goals or mandates
- Group portfolios by family, entity, or investment strategy
This flexibility positions you as a proactive, attentive partner – not just an administrator of capital.
Real Results: Impressing Clients with Clarity
One Zurich-based advisory firm using INSA reported a 35% drop in client queries post-reporting cycles – simply because reports became clearer, more insightful, and more aligned with client expectations.
Another firm noted a 15% increase in client retention within 12 months of switching to INSA’s tailored reporting.
From Report Generator to Relationship Builder
At its core, reporting should not just reflect what’s happened – it should support decisions, validate strategies, and build confidence in your work.
With INSA’s customizable reporting engine, you can turn a regulatory obligation into a key moment of value delivery.
Want to see how tailored reporting can strengthen your client relationships?
Book a live demo today and discover what INSA can do for you.
📧 info@insa-software.com | 🌐 www.insa-software.com | 📞 +41 44 221 30 20