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.Back to Solutions
Take your portfolio with you
Made to follow requirements of busy schedule.
Portfolio manager can give access to real-time status of clients portfolio. With easy to use interface it is possible to navigate through application, print report, consolidate and more.
- Standard client reporting. Can be printed or saved to PDF
- Asset Allocation Chart
- Performance Developement
- Instrument prices and complete prices history for all instruments
- Transactions list which can be filtered, sorted and grouped
Available on all devices with internet access
Desktop, laptop, android/apple Tablets, mobile phones- Insa is accessible everywhere!
Look & Feel
Layout is highly customizable to follow look and feel of your company brand.