We are truly delighted to announce that, effective immediately, we also offer a product that gives smaller asset managers access to a professional portfolio management system at an affordable price.
What are our goals?
- A standardized version of INSA PMS for smaller firms, with a comparable functional scope
- Custodian bank interfaces included (currently 50+ are available)
- An attractive pricing model (significantly below CHF 10,000 per year)
What is included? In addition to the standard functions included in the INSA base module, this package includes:
- Advanced reporting (performance attribution / contribution)
- Management and performance fee calculation module (including invoice creation)
- Portfolio modelling and investment proposal module
- Compliance module
- Client portal
- Module to automate workflows in INSA
- Interfaces for up to 6 custodian banks
- 2 user logins
Who is eligible?
This product is aimed at asset managers with assets under management of up to CHF 150 million. We explicitly want to give the smallest firms the opportunity to use a professional PMS without having to take on a high financial risk.
Pricing and start date
The more participants join the Unity program, the lower the price per asset manager.
Important: once a lower pricing tier is reached, the price will not increase again even if the number of participants decreases.
- We will start the project with a minimum of 10 participating firms.
- If we reach this critical threshold by the end of November, all necessary steps will be initiated and the project will go live in Q1 2027.
Interested? Then don’t hesitate to contact us for more information. We look forward to a possible collaboration.