Client Portfolio Modeling
We have been developing and providing our Portfolio Management System called Insa to independent asset managers, banks and institutional investors since 1994. Installed at over 60 clients worldwide Insa has become the reference wealth management solution. Insa’s core system offers you unrivalled, wide ranging and highly innovative functionality – from time saving order processing and management through to analysis and modelling tools to assist your decision making. Consolidating portfolios held at various banks has never been easier while Insa – saving you time and money – interfaces with numerous custodian banks and banking systems.
Be it analysis, order management, money laundering control or simply producing eye-catching
customized reports, Insa
will allow you to focus on what you do best. The company is headquartered in Croatia, but it's
in partnership with Insa Investment Software AG, Zürich.
We offer solutions for all sized companies. Our software has been implemented by cost conscious ‘one man shows’, as well as large multi office/national wealth management firms.
Insa modules include:
Insa software can be customized for all finance institutions and our main focus is on:
We insist on a custom solution. After all, your business is like no other.
While standardization has become the norm, Insa takes customization to new levels. Its innovative design allows for the installation to be configured specifically to your needs. Whether you are an independent asset manager, bank, insurance company or institutional investor: you do have unique internal and external requirements. Our broad client base and wealth of experience ensures that Insa incorporates your needs.
Software, Platform, Support
The best software solution is only as good as its platform and the support you get. We guarantee that our products are secure, flexible and simple for implementation and usage. Insa’s support philosophy has its clients at its core. From day one you can rely on our support staff to understand your needs, comprehend your business and be available at all times. Our personal approach to training and support ensures you will use the system quickly and have an extraordinary relationship with the support staff. Insa is based on the latest Microsoft platforms. This ensures that your IT investments are kept to a minimum as the required hard- and software architecture will most probably be already in place.
We believe that good communication is base for making good business. That is why we organize focus groups, user days and conventions for our users, and participate in many conferences to keep in touch with our colleagues. Here is our recent activity:
The IT and Cybersecurity Leaders’ Roundtable
Insa CEO Bernard Katic is part of the panel on Cybersecurity with IT leaders from prominent firms across Germany, Austria, and Switzerland hosted by Ortus Club . Main discussion will focus on challenges and issues, some of which will need to be processed, solved, and adapted to very quickly in order to ensure business continuity in post-covid19 era.
COVID-19 doesn't get us down
We are thankful and proud to announce that all 3 Insa offices (Lugano/Zurich/Croatia) work full time during this hard period for all. All employees on board, with no changes apart from working from home due to the situation. All support e-mails should be sent to firstname.lastname@example.org
Best work practices- on national TV
Our company was visited by journalist from Croatian national television. Theme of the interview was successful business stories and best practices on software development.
Our development team organized major Information Technology Conference in Croatia called KulenDayz. With more than 700 participants, 3 conference days and over 60 sessions we are building strong community which helps us to choose best tools to develop Insa solutions.
We have gatherd very valuable client input on our #insaConvention2017 and now we can focus on future plans for Insa!