Portfolio Management System

INSA PMS FUNCTIONALITY IN A NUT SHELL

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

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INSA MANAGEMENT DASHBOARD

Management Dashboard is a very easy to use interactive web tool which allows you to drill down into client portfolios.

Designed for: Company/Bank Top management, Portfolio Managers, Compliance Officers, External Portfolio Managers

Interface displays portfolios as set of tiles – color indicating portfolio YTD performance.

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INSA ONLINE

The Insa Online is browser based application which allows the asset manager or his/her client to view (online) up to date information about one or more portfolios. The user can also generate a detailed Insa Performance Report and many more functions.

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TRESURY

Insa Treasury Enterprise PMS is integral solution covering Treasury/Investment Banking/Risk Management departments of the bank, including front-office, risk management, middle office/compliance to back office and reporting.

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