• Insa software

    About us

    Installed at over 90 clients worldwide our software named Insa has become the reference wealth management solution. Insa’s core system offers you unrivaled, wide-ranging, and highly innovative functionality – from time-saving order processing and management through to analysis and modeling tools to assist your decision making. Consolidating portfolios held at various banks has never been easier.

    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.

    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 software

    Important Information

    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 support@insa-software.com

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

Our Certifications