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, …

PMS IM FOKUS: WIE WÄHLT MAN DAS RICHTIGE SYSTEM?

Looking for a new PMS?

In today’s rapidly evolving financial landscape, choosing the right Portfolio Management System (PMS) is crucial for success. Our partner IGUV’s blog post provides invaluable insights and tips on how to navigate this important decision. Link to the blog post Of course, we could say: Just stay here and implement INSA. But we want you to find the best solution for your …