Insa Investment Software AG - one of the most innovative and client orientated Engineers odyssey Portfolio Management Software says thank you for an incredible Year

Season’s Greetings & Our 2025 Highlights

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 strengthened our team, our products, and our community:

AI Chat
We made significant progress on our AI Chat initiatives across the entire product ecosystem, including the development of the KORTO AI Chat – bringing intelligent assistance and even smarter automation directly into Records Management.

Welcome New Events
We welcomed five new clients into the INSA ecosystem, adding valuable perspectives, new ideas, and fresh momentum to our ongoing growth.

Networking & Client Events
We organized the Fintech AI Innovation events in Safenwil and Lugano, bringing clients, partners and experts together for two highly successful and knowledgeable days

Let’s shape 2026 together

We’re already looking ahead to 2026 and working on exciting improvements across INSA, KORTO, and MARVEES – all with one goal: building what matters most to you.

Before we reveal more, we’d love your input:
What would you like us to improve? What should we focus on next year?

We’re looking forward to shaping 2026 together – and we can’t wait to hear your ideas. Just send us an email to: info@insa-software.com.

Warm Holiday Wishes

We wish you and your loved ones a peaceful and joyful holiday season.
Thank you for your continued trust – we look forward to building the future of financial automation together in 2026.

Warm regards,
Your INSA Team

Please note that our support will be on a skeleton crew between Christmas and after the New Year. We apologize for any delays with your tickets and appreciate your understanding.