Frühling in den Alpen

Spring Greetings

Just as nature undergoes a transformation, we too are witnessing exciting developments in our business that we are eager to share with you. Embracing Growth and Innovation:Our commitment to innovation remains unwavering. Through tireless development efforts, we continue to refine our products to meet the evolving needs of our clients. Enhanced Efficiency and Streamlined Processes:Spring symbolizes a time of renewal, …

🌟 Embracing International Day of Happiness: Cultivating Success Through Joy 🚀😊 Today, on International Day of Happiness, we're reminded of the profound impact that joy and positivity have on our lives and work. We understand that happiness is not just a destination but a vital part of the journey towards success. Our software solutions are designed not only to optimize portfolio management processes but also to foster a culture of positivity and well-being within our organization and among our clients. Because when we approach our work with enthusiasm and joy, we unlock our full potential for innovation and achievement. As we celebrate this day dedicated to happiness, let's take a moment to reflect on the small moments of joy that brighten our days and fuel our passion for what we do. Together, let's cultivate a workplace where positivity thrives, creativity flourishes, and success knows no bounds. Wishing everyone a joyful International Day of Happiness! 😊🌟 #InternationalDayOfHappiness #Positivity #Success #PortfolioManagement #AISolutions #JoyfulWorkplace #INSA #KORTO #MARVEES

🌟 Embracing International Day of Happiness: Cultivating Success Through Joy 🚀😊

Today, on International Day of Happiness, we’re reminded of the profound impact that joy and positivity have on our lives and work. We understand that happiness is not just a destination but a vital part of the journey towards success. Our software solutions are designed not only to optimize portfolio management processes but also to foster a culture of positivity …

International PI day is a special day for us software developers.

🥧 Happy International Pi Day! 🎉

As we celebrate the mathematical constant π (pi) tomorrow, we’re reminded of the precision and reliability that underpin both mathematics and our work. Just like the infinite digits of pi, our commitment to innovation knows no bounds. Through our advanced software solutions, we empower financial professionals to navigate the complexities of the market with accuracy and efficiency. On this special …

🚀 Exciting News in the Financial Sector! 🚀 We're thrilled to see the forward-thinking approach of Maerki Baumann, a Swiss private bank, as they step into the world of crypto services. This move underscores the importance of innovation in the financial industry, and it's a direction that aligns perfectly with our mission. Article Link: https://www.finews.com/news/english-news/61665-maerki-baumann-swiss-private-bank-brand-crypto-services-stephan-zwahlen We understand the evolving needs of financial institutions. That's why we specialize in cutting-edge portfolio management software and AI record management solutions. Our goal is to empower institutions to navigate the complexities of the modern financial landscape efficiently and securely. As the industry continues to embrace digital transformation and crypto integration, we're here to provide the tools and technologies needed for success. #FinancialInnovation #CryptoServices #PortfolioManagement #AI #Fintech #YourSoftwareCompany #INSA #KORTO #MARVEES

Exciting News in the Financial Sector!

We’re thrilled to see the forward-thinking approach of Maerki Baumann, a Swiss private bank, as they step into the world of crypto services. This move underscores the importance of innovation in the financial industry, and it’s a direction that aligns perfectly with our mission. Article Link We understand the evolving needs of financial institutions. That’s why we specialize in cutting-edge …

On International Polar Bear Day, we're reminded of the intricate balance required for success—both in nature and in business of portfolio management

Harnessing International Polar Bear Day to Drive Business Innovation

On International Polar Bear Day, we’re reminded of the intricate balance required for success—both in nature and in business. As pioneers in portfolio management software and AI solutions, we leverage this day as a catalyst for heightened awareness and action towards innovative business practices. Similar to the adaptability of polar bears in their changing environment, our software solutions empower businesses …

🌱 Embracing the Spirit of the Earthworm: Celebrating the Unsung Heroes of Business 🌿 Tomorrow marks the "Day of the Earthworm," a gentle reminder of the immense impact even the smallest creatures can have on our ecosystem. Just as earthworms play a vital role in nurturing the soil and promoting growth in nature, so too do the seemingly small and least liked tasks in business hold significant importance. We specialize in developing portfolio management software and automation solutions for the financial market. In our pursuit of innovation, we recognize the value of every task, no matter how small or seemingly insignificant. Much like the earthworm aerates the soil and enhances its fertility, these tasks contribute to the foundation of success within our organization and for our clients. From data entry to routine administrative duties, these tasks may not always garner the spotlight, but their impact on operational efficiency and overall success cannot be overstated. Through our advanced software solutions, we aim to streamline and automate these processes, allowing businesses to allocate more time and resources towards strategic endeavors. Let us take inspiration from the humble earthworm and acknowledge the importance of embracing all aspects of our business endeavors.

Day of the Earthworm

🌱 Embracing the Spirit of the Earthworm: Celebrating the Unsung Heroes of Business 🌿 Tomorrow marks the „Day of the Earthworm“, a gentle reminder of the immense impact even the smallest creatures can have on our ecosystem. Just as earthworms play a vital role in nurturing the soil and promoting growth in nature, so too do the seemingly small and …

2023 Stock Market Year In Review - Valuable insights for your portfolio management

2023 Stock Market Year In Review

Check out this insightful Forbes article that provides a comprehensive overview of the stock market’s performance throughout the year. Gain valuable insights, key trends, and expert analysis to stay informed about the financial landscape. Whether you’re an investor, financial professional, or simply curious about market dynamics, this article is a must-read.  Click the link below to dive into the details!  …

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 …

Recap: SGVV's First Conference for Qualified Managing Directors of Asset Managers 🌟 What an incredible day at SGVV's conference in Zurich! 🌍 Our CEO, Bernardin Katic, took center stage to introduce the game-changing record management system, KORTO, to a captivated audience. The energy and enthusiasm around the whole event were truly inspiring. Throughout the event, Bernardin Katic and Yves Kopp engaged in insightful discussions and answered questions, providing attendees with a deeper understanding of how KORTO is revolutionizing record management in the asset management industry. The networking opportunities were invaluable, connecting with professionals who share our passion for driving innovation. A heartfelt thank you to Schweizerische Genossenschaft für Vermögensverwalter (SGVV) for hosting such a prestigious and well-organized event. We're excited to carry the momentum forward, continuing to pioneer innovation in asset management. Stay tuned for more updates on KORTO's journey and our ongoing commitment to excellence.

Recap: SGVV’s First Conference for Qualified Managing Directors of Asset Managers 

What an incredible day at SGVV’s conference in Zurich! Our CEO, Bernardin Katic, took center stage to introduce the game-changing record management system, KORTO, to a captivated audience. The energy and enthusiasm around the whole event were truly inspiring. Throughout the event, Bernardin Katic and Yves Kopp engaged in insightful discussions and answered questions, providing attendees with a deeper understanding of how KORTO is revolutionizing record management in the …

INNOVATE NOW CROATIA – Osijek Edition We are especially honored to share that our CEO, Bernardin Katic, was attending and delivered a thought-provoking lecture, enriching the event with his expertise and insights. 

INNOVATE NOW CROATIA – Osijek Edition

A nationwide event dedicated to fostering innovation and nurturing entrepreneurial talent! 🌟 This incredible initiative is set to take place simultaneously in 4 vibrant Croatian cities: To inspire and cultivate groundbreaking ideas, paving the way for successful businesses. We are especially honored to share that our CEO, Bernardin Katic, was attending and delivered a thought-provoking lecture, enriching the event with his expertise …

Our CEO Bernardin Katic and Partner Adis Jugo are honored speakers at the NetWork 11 conference in Neum, Bosnia. Stay tuned for insights from their impactful session.

NetWork 11 Conference

We are thrilled to share the outstanding success of our team at the Network11 conference. Our CEO Bernardin Katic, alongside our partners Adis Jugo and Mustafa Toroman, delivered groundbreaking lectures that captivated the audience and showcased our innovative technologies. 🚀 But it wasn’t just about professional achievements; it was a fantastic opportunity for team building! Nearly the entire Insa team was present, fostering collaboration, …

Let's embrace these trends and explore new possibilities together! 

The 10 Biggest Business Trends for 2024: Everyone must be ready for now

We came across this insightful Forbes article titled „The 10 Biggest Business Trends for 2024: Everyone must be ready for now“ and couldn’t wait to share it with you! The piece brilliantly highlights the upcoming trends shaping the business landscape in 2024. From cutting-edge technologies to innovative strategies, this article provides a comprehensive glimpse into the future of business. Check …

Are you currently spending too much time maintaining data in programs and doing administrative work? Time that you would rather spend with your customers? Insa Investment Software offers you a comprehensive and yet playfully simple solution. Thanks to our module Chronos, we offer you the possibility to automate recurring processes. Whether it's monitoring maturing bonds, generating portfolio reports for your clients, importing securities and currency rates, or transacting via bank interface, Chronos can do it all for you. Effectively, it can do even more. The processes are not limited to our portfolio management system. We are also able to map processes of external software, even those that require human interaction. In conjunction with our record management software KORTO, we can manage the entire onboarding process in such a way that you subsequently have all data digitized and secured in accordance with the requirements of the financial market supervisory authority and the legislator. You have customers, that don't want to wait, until you've provided them with performance reports? They want to keep an eye on everything outside of business hours? With INSA Online they can securely access their portfolio at any time. Have we made you curious? Contact us today so that we can present you with a solution tailored to your needs.

Business Automation

Are you currently spending too much time maintaining data in programs and doing administrative work? Time that you would rather spend with your customers? Insa Investment Software offers you a comprehensive and yet playfully simple solution. Thanks to our module Chronos, we offer you the possibility to automate recurring processes. Whether it’s monitoring maturing bonds, generating portfolio reports for your clients, …