For wealth managers and financial institutions, regulatory compliance is no longer optional – it’s a daily operational necessity. Between MiFID II, FIDLEG, and local supervisory requirements, firms are under constant pressure to document, monitor, and justify every investment decision they make. The challenge? These demands are time-consuming, complex, and costly – especially without the right tools in place. INSA PMS is built to reduce your compliance burden while increasing … Read More

In asset management, private banking, and insurance, sensitive documents are part of everyday operations – from client contracts and transaction reports to KYC documents, regulatory disclosures, and board-level correspondence. Yet with rising cyber threats and tightening data regulations, secure storage isn’t just an IT concern – it’s a business-critical compliance requirement. That’s why KORTO combines modern records management with enterprise-grade security, purpose-built for highly regulated industries. … Read More

Dear clients and partners, As 2025 comes to a close, we want to extend our heartfelt thanks for another year of trust, collaboration, and innovation. This year has been one of the most dynamic in our journey – and your partnership has been at the centre of it. 2025 – A Year in Motion This year brought many milestones that … Read More

In today’s volatile markets, portfolio managers need to be both responsive and strategic. Reacting to sudden shifts is one thing – but making informed, risk-aware decisions across multiple portfolios is another challenge entirely. That’s where INSA PMS changes the game: by combining dynamic portfolio rebalancing with real-time risk analytics in one seamless platform. Why Rebalancing Alone Isn’t Enough Rebalancing ensures that a client’s portfolio stays aligned … Read More

In the financial industry, keeping documents too long can be just as risky as deleting them too soon. Regulations like GDPR, FINMA, and SEC Rule 17a-4 mandate strict retention periods for client, transaction, and communication records – often 7, 10, or even more years, depending on jurisdiction. Managing these obligations manually across departments, systems, and countries isn’t just inefficient – it’s a compliance risk. That’s … Read More

When it comes to reporting investment performance, the numbers alone don’t tell the full story. Clients care about returns – but they also want to understand how those returns were generated, whether the associated risks were appropriate, and if their portfolio is still aligned with their goals. That’s where performance analytics become essential. At INSA, we equip wealth managers with the metrics that matter — … Read More

If you’re still entering data manually from bank statements, transaction advices, or scanned PDFs – you’re not alone.But you’re also wasting hours every week, increasing the risk of human error, and slowing down your investment operations. That’s where MARVEES, our AI-powered document extraction solution, steps in. Built to handle the complexity of financial documents, MARVEES automates data capture and integrates directly into INSA … Read More

How intelligent rules reduce oversight risk and keep you audit-ready Regulatory requirements continue to expand across jurisdictions, from MiFID II and FIDLEG to AML, suitability, and client disclosure rules. In such a complex environment, even the most diligent compliance teams face the risk of delays, omissions, or human error – especially when relying on manual checks or outdated systems. This is where AI-driven … Read More

Managing investment portfolios across multiple custodian banks can quickly become a logistical nightmare. Disparate file formats, delayed reconciliations, and manual data entry not only cost time but also introduce unnecessary risks into your advisory process. At INSA, we believe there’s a better way. With direct interfaces to more than 60 custodian banks, INSA PMS transforms fragmented portfolio data into a unified, efficient, and … Read More

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. … Read More

The demands placed on today’s wealth managers, family offices, and institutional investors are growing rapidly. To stay competitive, firms need more than just a spreadsheet or legacy tool – they need a robust portfolio management system (PMS) that supports automation, compliance, client experience, and scalability. Here are the top 10 must-have features to look for in a modern PMS – and how Insa PMS exceeds expectations … Read More

🗓️ 30 September 2025 | 📍 Monte San Salvatore Conference Center, Via delle Scuole 7, 6902 Paradiso-Lugano Elevate Your View on Finance & AI High above Lake Lugano, surrounded by natural beauty and panoramic views, join us for a day of forward-looking insights and meaningful conversations. This is where the financial industry’s future is discussed – from AI breakthroughs to software innovations … Read More

🗓️ 29 September 2025, 9:00 Uhr – 19:00 Uhr | 📍 Emil Frey Classics Event Center, Bahnhofplatz 2, 5745 Safenwil Discover the Future of Finance in an Iconic Setting Join us for a unique day of ideas, exchange, and innovation where fintech meets classic engineering. Set against the inspiring backdrop of the Emil Frey Classics Museum, this event brings together forward-thinking professionals … Read More

From 4th–6th September, the 17th edition of KulenDayz brought together developers, IT professionals, and tech enthusiasts from across the region — and once again delivered inspiration, learning, and connection in an unforgettable setting. 👩‍💻 Expert sessions🤝 Cross-industry networking🌄 Unique atmosphere in the heart of Croatia🚀 Real stories, real projects, real people pushing the boundaries of tech We’re proud to have been part of this … Read More

In today’s fast-changing investment landscape, one size rarely fits all. Whether you’re a small advisory bureau managing select client portfolios or a large international wealth management firm with multiple offices, your technology stack needs to reflect your unique business model. That’s where modular portfolio management systems come into play – and why INSA PMS is built to adapt, scale, and evolve with you. Why … Read More

When people think of AI in document management, financial institutions often come to mind. However, AI-powered solutions are revolutionizing document management across various industries, streamlining processes, improving efficiency, and ensuring compliance. How AI Transforms Different Sectors Healthcare: Streamlining Patient Record Management The healthcare industry deals with vast amounts of sensitive patient data, making efficient document management critical. AI-powered systems can: … Read More

Artificial Intelligence (AI) is revolutionizing document management, making it smarter, faster, and more efficient. Yet, misconceptions still hold many businesses back from fully adopting this transformative technology. Let’s break down the top five myths about AI in document management and reveal the truth. Myth 1: AI Replaces Jobs  Reality: AI doesn’t replace jobs; it enhances them. In document management, AI … Read More

The financial landscape is inherently unpredictable. While past crises have highlighted vulnerabilities, they have also underscored the critical role technology plays in mitigating risks and ensuring stability. Today, financial institutions must embrace digital solutions to navigate future disruptions with confidence. 1. Predicting Trends with Data Analytics Advanced analytics and machine learning enable financial firms to detect market shifts before they … Read More

Artificial Intelligence (AI) is reshaping the financial industry at an unprecedented pace. As automation, data analytics, and machine learning continue to evolve, financial professionals must adapt to new roles and skill sets. By 2030, AI-driven innovations will redefine how financial institutions operate, creating both opportunities and challenges for the workforce. 1. Increased Automation: Efficiency Over Repetition AI is taking over … Read More

We are thrilled to announce that the INSA User Day 2025 is coming – and this year, it’s more special than ever. For the first time, we’re hosting two regional editions of our signature event to bring the INSA experience closer to our clients across Switzerland. 📍 Day 1: Innovation Meets Industrial Charm – 29 September 2025 Our first stop will take place in … Read More

In today’s digital landscape, businesses must navigate the delicate balance between security and accessibility. While robust cybersecurity measures are essential to protect sensitive data, software solutions must also be intuitive and easy to use. Striking the right balance ensures that users remain productive without compromising security. The Security Imperative Cyber threats are evolving rapidly, making strong security measures non-negotiable. Financial institutions, … Read More

In today’s fast-evolving financial landscape, digital innovation is more than just a buzzword—it’s a necessity. Portfolio and document management solutions have transformed the way financial institutions operate, yielding measurable returns on investment (ROI) through efficiency gains, cost savings, and improved decision-making. Let’s explore how embracing digital transformation delivers real business value. Increased Efficiency: Automating Complex Processes Financial firms deal with … Read More

In today’s financial landscape, data is both an asset and a challenge. With vast amounts of information generated daily, financial professionals struggle to extract meaningful insights from the noise. This is where AI steps in, transforming overwhelming datasets into actionable strategies. The Challenge: Too Much Data, Too Little Time Portfolio managers, institutional investors, and financial analysts are inundated with market … Read More

The financial industry is evolving at an unprecedented pace. With increasing customer expectations, stricter regulatory requirements, and fierce competition, financial institutions can no longer afford to rely on outdated processes. Digital transformation isn’t just an option – it’s a necessity. By integrating advanced technology into daily operations, financial firms can unlock significant advantages that drive long-term success. The Key Benefits … Read More

Starting tomorrow, Bernardin Katic and Yves Kopp be attending the Richmond Financial Industry Forum 2025 in beautiful Interlaken – and we couldn’t be happier to be part of it. With topics ranging from AI and digital assets to compliance and customer-centricity, this is the place to connect with visionaries who are shaping the future of finance. We’re looking forward to two inspiring days of real conversations, … Read More

The financial industry is evolving rapidly, and artificial intelligence (AI) is at the forefront of this transformation. While the concept of AI may seem complex, its real-world applications in finance are clear and impactful. Understanding AI’s potential is crucial for business leaders looking to stay competitive and future-proof their organizations. AI Basics: More Than Just Hype AI in finance is not … Read More

In today’s fast-moving financial landscape, effective portfolio management is more than just tracking assets—it’s about making informed decisions, optimizing performance, and ensuring compliance. The right portfolio management software can provide the tools needed to stay ahead. But what features should you look for when evaluating a solution? Here are the five must-have features to ensure your portfolio management software meets … Read More

Our intelligent AI agents are designed to revolutionize the way financial institutions analyze data, forecast risks, and implement investment strategies, all while providing real-time insights to enhance decision-making. Financial Document AnalysisOur AI-powered agents streamline the complex task of analyzing financial documents. They quickly extract key insights and ensure data accuracy, making financial data processing more efficient and reliable. Sentiment-Aware UnderwritingLeveraging … Read More

We have developed an AI-powered virtual learning assistant designed to provide personalized support to students, educators, school administrators, and parents. Education systems today demand flexible and adaptive learning experiences. Our solution analyzes individual student progress, forecasts potential challenges, and delivers tailored educational recommendations. By incorporating advanced technologies such as speech-to-text, predictive modeling, and expertly curated content, it enhances student engagement … Read More

This cutting-edge AI-powered tool was specifically designed to assist business owners, investors, and financial analysts in making informed, data-driven decisions through real-time financial risk assessments. Unlike traditional risk assessment methods, which often fall short in terms of flexibility and adaptability, our solution utilizes advanced machine learning, expert systems, and large language models (LLMs) to thoroughly analyze financial data, evaluate potential … Read More

Managing investment portfolios has come a long way from spreadsheets and manual data entry. Today, automation is transforming how financial professionals analyze data, manage risks, and make informed decisions. By reducing human error and improving efficiency, modern portfolio management tools like INSA are enabling wealth managers to focus on what matters most: strategy and client relationships. The Shift to Automation … Read More

We have created an AI-powered nutrition assistant designed to simplify dietary recommendations and meal planning for health-conscious individuals, nutrition professionals, food producers, and fitness enthusiasts alike. Navigating the complexities of nutrition can be daunting, but our solution offers expert-curated guidance, intelligent ingredient substitutions, and personalized meal plans tailored to individual preferences. Leveraging AI-driven data aggregation and natural language processing (NLP), … Read More

A recent Business Delegation to Saudi Arabia has been a tremendous success, opening doors to new opportunities and fostering valuable partnerships. Zoran Bozicevic was part of the delegation, contributing to productive meetings that laid the groundwork for future collaborations. With new initiatives already in motion, we’re looking forward to deepening these connections and exploring further opportunities in the region!

As we look ahead to 2025, the global economy is poised for significant divergence. While the United States emerges as a beacon of growth and innovation, Europe struggles with stagnation and China grapples with the fallout of its real estate crisis. These contrasts reflect broader structural and policy dynamics that will shape the year’s economic narrative. The United States: Leading … Read More

We want to express our heartfelt gratitude for your continued trust and partnership this year. It has been an incredible journey filled with collaboration and innovation, and we are proud to have achieved so much together. Looking ahead to 2025, we are excited for the opportunities that await us and are committed to building on our shared successes. May the … Read More

🚀 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 … Read More

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 … Read More

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 … Read More

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 … Read More

Our development 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 and we are happy to be a part of it! Welcome to KulenDayz – where tech, fun, and Slavonian charm meet! For over 15 years, we’ve brought together top … Read More

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 … Read More

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 … Read More

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. … Read More

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 … Read More

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 … Read More

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 … Read More

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 … Read More

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 … Read More

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