Portfolio Management for you

Summer Greetings

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.

📁 KORTO: Your Cloud-Based Records Management Solution

KORTO is your go-to platform for seamlessly managing archives and records. Whether you’re retrieving documents from years past or ensuring compliance with data regulations, KORTO stands by you every step of the way. Swiss regulations require us to save every email attachment and email containing crucial information. But let‘s face it, how many of us do that? Managing overflowing email inboxes is already tough without adding record-keeping tasks. That‘s where KORTO excels. With its user-friendly interface and integration capabilities, administrators can set rules to automatically identify emails as records. KORTO then selects relevant emails, extracts attachments, adds metadata, and securely stores everything for easy access. And it‘s not just emails; other systems generate important records too.

🤖 MARVEES: AI-Powered Document Extraction Service

MARVEES takes automation to the next level with its AI-powered document extraction service. From bank transaction advice to passports, MARVEES understands complex documents and extracts relevant data with precision and accuracy. By automating document processing, MARVEES optimizes your workflows, reduces manual errors, and enhances efficiency across your organization. With just some samples, five or more, of each advice type you can tailor Marvees to understand your documents. Turn documents into usable data at a fraction of the time and cost, so you can focus more time acting on the information rather than compiling it. Marvees extracts text using computer vision read, high-definition optical character recognition (OCR) enhanced by the latest technology artificial intelligence and machine learning tailored for documents. lt also extracts the structures of tables with row and columns. lt supports printed and handwritten forms, PDFs, and images. Marvees supports multiple languages including English, French, German, ltalian, Spanish, Portuguese, Dutch, Chinese, Japanese and others.

With KORTO and MARVEES, you can:

  • Streamline document management processes
  • Ensure compliance with data regulations
  • Optimize workflows and reduce manual errors
  • Enhance efficiency and productivity

Illuminate your portfolio management with the power of KORTO and MARVEES. Explore our solutions today and unlock new possibilities for success!

To learn more about KORTO and MARVEES, please contact us for a demonstration.

Furthermore we have two new functions in INSA, that we will implement later this year.

  • Private Equity module: we expand and implement a complete innovative PE module that allows different ways of keeping trace of illiquid assets
  • Creation of Historical Performance for Consolidate: useful to create meaningful reporting especially for family offices or complex position taking into account all the history and not just the period selected

Stay tuned for our autumn newsletter for detailed information.

Wishing you a bright and prosperous summer!
Your INSA Team

Please keep in mind that our support will be on skeleton crew from Mid-August to the 1st September. As our yearly KulenDayz Conference will be from 30th August to the 1st September and a lot of our development team will be helping with organisation of the conference.