Insa software

About us

As an official reseller of INSA Portfolio Management Software, Hammer d.o.o. proudly brings one of the world’s leading wealth management solutions to your business.

Trusted by over 90 clients worldwide, INSA has become a benchmark in the industry – combining reliability, flexibility, and innovation. Its powerful core system offers an exceptional range of features, from efficient order processing and portfolio consolidation across multiple banks to advanced analysis, modeling, and reporting tools that support smart, data-driven decisions.

Whether you need seamless order management, AML control, or professional, customizable reports, INSA helps you focus on what truly matters – managing and growing your clients’ wealth.

From independent advisors to large multi-office firms, INSA adapts to your needs and scales with your success.

With Hammer d.o.o., you gain not only access to this outstanding software but also a local partner dedicated to your implementation, training, and ongoing support.

Portfolio management & reporting

Portfolio Management Hierarchical structure – company, client, portfolio, custody account Multiple consolidation possibilities including ad hoc Portfolio analysis

Performance & risk analytics

In these very volatile times it is important to measure the risks that are involved with a predetermined client asset strategy. The system can calculate for example Sharpe Ratios for each single or group of portfolios as well as individual risks such as currency exposures.

Fee & profitability management

Banks and independent asset managers usually charge a management fee for their services. The system can calculate these fees. The system can also calculate brokerage fees to third parties as well as retrocession payments on bank charges.

Client Relationship Management (CRM) & Document management

Different asset strategies are assigned to clients who wish that investments are made on their behalf should lead to a specific goal such as capital growth or income. The system allows portfolio models to be created which reflect these aims and allow for different investments to be made for the same asset strategy but differing sizes of portfolios.

Interfaces to custodian banks and price providers

Developed over 50 interfaces to banks with an automated download of transactions, holdings, security prices/FX rates

Trading and order management

Portfolio monitoring and trading compliance

Portfolio modeling and investment proposals

Fund distribution management

  • Insa software can be customized for all finance institutions

    Independent Asset Managers & Family Offices
    Private & State Banks
    Institutional Investors & Fund Administrators

AI Solutions

Our ready-to-use AI solutions are designed to integrate into your business, boosting efficiency, optimizing processes, and driving measurable results.

Smarter Financial Management with AI

AI-driven analytics and automation streamline financial operations, optimize cash flow, and enhance business decision-making.

AI Virtual Nutritionist

AI-driven analytics and automation streamline financial operations, optimize cash flow, and enhance business decision-making.

AI Virtual Teaching Assistant

Intelligent tutoring system that enhances online learning by providing personalized support, answering queries, and automating administrative tasks.

Financial AI Agents

Advanced AI agents for automating processes in financial organizations.

ESGINE  

ESGINE is an innovative EU-funded project developing a mobile hydrogen electrolyzer and digital ESG platform to reduce emissions, improve engine efficiency, and support sustainable agricultural machinery.

Our Certifications