Gold continues to shine! 📈💰 Check out this article discussing the recent rise in gold prices, with the precious metal hitting fresh record highs above $2350 an ounce. Stay informed about the latest trends in the gold market.

Gold continues to shine!

Check out this article discussing the recent rise in gold prices, with the precious metal hitting fresh record highs above $2350 an ounce. Stay informed about the latest trends in the gold market. Read more here: https://www.economies.com/commodities/gold-news/gold-scales-fresh-record-highs-above-$2350-an-ounce-44217

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 …

🌙💤 Embracing International Sleep Day: Rest, Rejuvenate, and Reimagine Success 🚀🌈 Today, on International Sleep Day, we're reminded of the importance of rest and rejuvenation in achieving our goals. Just as quality sleep is crucial for optimal performance, our software solutions are designed to streamline portfolio management processes and enhance decision-making capabilities, empowering our clients to achieve their financial objectives with clarity and precision. As we celebrate the restorative power of sleep, we also look ahead to another exciting event: St. Patrick's Day on Sunday! 🍀 This festive occasion serves as a reminder to embrace the spirit of luck, opportunity, and prosperity. So, as you recharge and refocus today, let's also raise a toast to the upcoming celebrations. May the luck of the Irish accompany us on our journey towards continued growth and success. Wishing everyone a restful International Sleep Day and a joyful St. Patrick's Day weekend! 🌙🍀 #InternationalSleepDay #StPatricksDay #RestandRejuvenate #PortfolioManagement #AISolutions #Success #Opportunity #INSA #KORTO #MARVEES

🌙💤 Embracing International Sleep Day: Rest, Rejuvenate, and Reimagine Success 🚀🌈

Today, on International Sleep Day, we’re reminded of the importance of rest and rejuvenation in achieving our goals. Just as quality sleep is crucial for optimal performance, our software solutions are designed to streamline portfolio management processes and enhance decision-making capabilities, empowering our clients to achieve their financial objectives with clarity and precision. As we celebrate the restorative power of …

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 …

March 8th is the international women's day and we as portfolio management software developer are celebrating all our female team members and all women.

Celebrating International Women’s Day

Today, on International Women’s Day, we take a moment to celebrate the invaluable contributions of women in business. As developers of leading portfolio management software and AI solutions, we’re proud to recognize the diverse talents and achievements of women in our industry. From pioneering new strategies to fostering collaborative environments, women play a vital role in driving innovation and success. …

🚀 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 …

Investors warm to Swiss stocks and our portfolio management software is ready to support their needs

Investors warm to Swiss stocks

Recent data from the Swiss National Bank (SNB) indicates a surge in foreign currency reserves, potentially paving the way for a weaker Swiss franc. This development has led analysts to upgrade Swiss stocks, citing their resilience and appeal to investors. Pharmaceutical and food companies, prominent in the Swiss index, are expected to benefit from a depreciating franc due to their …

🌱 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 …

Imagination is everything in developing cutting-edge portfolio management software

Imagination is everything.

We wholeheartedly embrace the profound wisdom of Albert Einstein: „Imagination is everything. It is the preview of life’s coming attractions.“ In our journey towards innovation, we recognize that imagination is the cornerstone of progress. By harnessing the power of imagination, we envision and create groundbreaking solutions in portfolio software and document solutions. Our commitment to pushing the boundaries of imagination …

Insa Investment Software AG' most valuable assets are her employees

The most valuable asset

Thriving businesses understand: It’s not just about cutting-edge tech; it’s the people who propel us forward. Employee satisfaction isn’t a perk – it’s a powerhouse for success. At INSA Investment Software AG, we hold our team in high esteem, recognising that their passion and dedication are the true driving forces behind our innovations. Here’s to investing in our most valuable …

Bitcoin development and what it means for the financial markets

Bitcoin developments

In a recent development, Bitcoin has experienced a significant drop below the $40,000 mark, reaching its lowest point since the approval of ETFs. The article explores the factors contributing to this decline and discusses the potential implications for the cryptocurrency market. Investors and enthusiasts are closely monitoring these developments as they navigate the evolving landscape of digital assets. Read more …

WEF 2024 Insight for Portfoliomanagement

Insights from Davos 2024

Explore key insights from Davos 2024 in Lombard Odier’s latest article: Stay informed about the latest trends and opportunities shaping our post-pandemic world.  https://www.lombardodier.com/contents/corporate-news/in-the-news/2024/january/davos-2024-a-window-into-the-reo.html Also interesting but in German is this NZZ article:https://www.nzz.ch/wirtschaft/einmal-woke-und-zurueck-ld.1774206

Seasons Greetings from the Insa Team 2023

Seasons Greetings from the Insa Team 2023

Dear Clients, Partners, and Employees, As the year draws to a close, we extend our sincere thanks for your collaboration and support throughout 2023. It has been a year filled with exciting endeavors, and we are truly grateful for the shared successes. As we reflect on the accomplishments of the past year, we eagerly anticipate the opportunities that lie ahead …

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, …

Navigating Turbulence: Assessing Market Worries Amidst Israel-Hamas Conflict In the midst of the ongoing Israel-Hamas conflict, our hearts go out to all the people affected in the region.

🕊️ Navigating Turbulence: Assessing Market Worries Amidst Israel-Hamas Conflict

In the midst of the ongoing Israel-Hamas conflict, our hearts go out to all the people affected in the region.  At this challenging time, it is crucial to understand the potential ramifications this conflict might have on global markets. In the following article from Morningstar, the authors insightful analysis sheds light on the economic landscape amidst adversity, emphasizing the need …

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, …

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 …