Our integrated suite of products, MARVEES, KORTO and CHRONOS, offers a powerful software solution for your portfolio management

Powerful software solutions to save you both time and money

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 Management Software, or any other software supporting this format.

What’s more, MARVEES seamlessly integrates with our Record Management System, „KORTO.“ This system allows you to securely store and manage your documents in compliance with data protection laws and FINMA regulations, all in a cost-efficient manner. For added security, KORTO can even leverage blockchain technology to protect your data.

The best part? The use of MARVEES and KORTO comes with no licensing fees. You only pay for the actual number of converted data/documents, significantly reducing costs compared to traditional licensing models.

Our INSA platform’s process automation module CHRONOS ensures that these tasks are executed without the need for human interaction. This not only applies to the processes mentioned but extends to various other business processes within INSA and in interaction with external software products like Microsoft Office, making your operations more efficient and streamlined.

Take advantage of this innovative trio to optimize your workflows, cut costs, and reinvest your saved time into more strategic activities. Let MARVEES, KORTO, and CHRONOS be your partners in success! 

Contact us for a demonstration: info@insa-software.com