Insa offers you the solution for your portfolio & data management. We offer you a custom solution. After all, your business is like no other.

We offer you a custom solution. After all, your business is like no other.

While standardization has become the norm, Insa takes customization to new levels. Its innovative design allows for the installation to be configured specifically to your needs. Whether you are an independent asset manager, bank, insurance company or institutional investor: you do have unique internal and external requirements. Our broad client base and wealth of experience ensures that Insa incorporates your needs.

Insa’s support philosophy has its clients at its core. From day one you can rely on our support staff to understand your needs, comprehend your business and be available at all times. Our personal approach to training and support ensures you will use the system quickly and have an extraordinary relationship with the support staff.


Software, Platform, Support

The best software solution is only as good as its platform and the support you get. We guarantee that our products are secure, flexible and simple for implementation and usage.  Insa is based on the latest microsoft platforms. This ensures that your it investments are kept to a minimum as the required hard- and software architecture will most probably be already in place.


Combine our products into a powerful package that will make your daily work much easier, so you can invest your valuable time in your customers

INSA Portfolio Management Software

Insa Portfolio Management Software Icon
KORTO Record Management Software

Konto Record Management Software Icon
MARVEES AI powered Data interface

MARVEES AI powered Data Interface Icon

Online Solution & Management Dashboard

Made to follow requirements of a busy schedule.


Insa Management Dashboard is a very easy to use interactive web tool, which allows you to look into client portfolios.

Insa Management Dashboard


Management Dashboard is a very easy to use interactive web tool which allows you to drill down into client portfolios. It is designed for Company/Bank Top management, Portfolio Managers, Compliance Officers and External Portfolio Managers. Interface displays portfolios as set of tiles. The color indicating the portfolio YTD performance.
Insa Online is a browser based application which allows you and your client to view up to date information about portfolios.

Insa Online


The Insa Online is browser based application which allows the asset manager or his/her client to view (online) up to date information about one or more portfolios. The user can also generate a detailed Insa Performance Report and many more functions.

Portfolio manager can give access to real-time status of clients portfolio. With easy to use interface it is possible to navigate through application, print report, consolidate and more.