Insa Investment Software
HQ Address
Bahnhofstrasse 34, 8304 Wallisellen, Switzerland
Website Address
Business introduction
Installed at over 60 clients worldwide Insa has become the reference wealth management solution
Insa’s core system offers you unrivalled, wide ranging and highly innovative functionality – from time saving order processing and management through to analysis and modelling 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 Investment Software Solutions
Insa Client Portal
The Insa Client Portal is a browser based (IE, FireFox, Chrome, Safari) application which allows the asset manager or his/her client to view (online) up to date information and about one or more portfolios. The user can also generate a detailed Insa Performance Report....
business needs
view solutionInsa Management Dashboard
Insa Management Dashboard is a very easy to use interactive web tool which allows you to drill down into client portfolios....
business needs
view solutionINSA Portfolio Management System
The Insa Investment Software has been developing and providing its portfolio management system to independent asset managers, banks and institutional investors since 1987. Installed at over 60 clients in Switzerland and internationally, Insa has become the reference wealth management solution....
business needs
view solutionINSA Portfolio Management System for iPad
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......
