Insa Investment Software

Insa Investment Software AG. has been developing and providing its portfolio management system (Insa PMSys) 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. Insa's core system offers unrivalled, wide ranging and highly innovative functionality - from time saving order processing and management through to analysis and modelling tools to assist client decision making. Consolidating portfolios held at various banks has never been easier while Insa PMSys - saving time and money - interfaces with numerous custodian banks and banking systems. Insa has developed interfaces to most Swiss Banks Host Systems, these include UBS, Credite Suisse, banks using the Avaloq host system and banks using the Finnova host systems. These interfaces reduce the work load enormously as it takes away the requirement to input daily the client transactions. The interface also provides the client account and holding balances on a daily basis allowing Insa PMSys to reconcile the values in Insa and with the bank automatically. Insa PMSys allows feeds from price providers such as Bloomberg, Reuters and Telekurs to update security prices and exchange rates automatically.