The search term must be a minimum of 3 characters.

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

Business Needs
Select Business Need
Resource Type
Select Search Type

View Business Profile

INSA Portfolio Management System for iPad

Business Needs

Website Address

https://insa-software.com/

Connect with Insa Investment Software
Solution introduction

NSA, the leading PMS Solution now provides you secure access to up-to-date portfolio valuations and risk assessments across one or multiple custodian banks. Valuations can be displayed in any currency or timeframe.

Insa Portfolio Management System clients and their customers now have worldwide secure access to online valuations of their portfolios via the iPad. Users are able to select individual portfolios or consolidate all.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.

Connect with Insa Investment Software

Send

Thanks for connecting with Insa Investment Software

We will inform Insa Investment Software of your interest and request that they connect with you.

Please sign up to see more

Sign up or login if a Wealth Manager

Register as a Solution Provider