IGUV

PORTFOLIO MANAGEMENT SOFTWARE

Insa Investment Software AG is a Swiss company specializing in the development and marketing of its proprietary and fully integrated portfolio management software. For more than 20 years with over 50 customers in Switzerland alone, Insa has established itself as the market leader in Switzerland and is currently making exciting new steps in Asia.

Insa offers solutions for all companies. Our software has been implemented at cost-conscious "one man shows", as well as at large family offices or independent asset management companies, and various banks.

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Members benefit from one of the following two discount options

Variant 1
INSA CORE
2 users
Total
official terms
CHF 18'000 - 15% =
CHF 2'000 - 15% =
CHF 20'000 p.a.
IGUV-Conditions
CHF 15'300
CHF 1'700
CHF 17'000 p.a.
Variant 2
INSA CORE
2 users
FinSA Module
Total
official terms
CHF 18'000
CHF 2'000
CHF 4'800 - 90% =
CHF 24'800 p.a.
IGUV-Conditions
CHF 18'000
CHF 2'000
CHF 480
CHF 20'480 p.a.

INSA CORE included in variant 1 + 2

Insa Core is the base module on which all other modules are built.
It contains basic system functions, including
  • Partner/portfolio management
  • Securities management
  • Transaction management
  • Standard audit functions
  • User administration
  • System lookup table

RESTRICTIONS included in variant 1 + 2

This module allows you to define and control simple to very complex customer-specific rules for customer portfolios. Restrictions can be regulatory, defined internally within the company or requested by the customer. They can be divided into groups with different priorities, which then control the business logic and who can authorize specific restriction violations.

The restriction check can be done before and after the trade.
FinSA included only in variant 2.

The FinSA package consists of several compliance modules. Once implemented, Insa takes full responsibility for adapting existing modules or creating new modules (within the FinSA package) at no additional cost if a new FinSA regulation comes into force during the licence period.

Included modules

  • Suitability & Appropriateness - Tailor-made rules at the level of each instrument
  • Investment Navigator Service Interface - Please note that the licence costs for Investment Navigator are not included. The contract is concluded directly with Investment Navigator.
  • Loss threshold - check if the portfolio value decreases by more than 10% during the reporting interval
  • Data compliance - defining which fields are mandatory on forms for partner/portfolio/value step data and which field changes should trigger a "risk check" from the customer.
  • Compliance Dashboard - "One Stop Shop" Compliance Manager Dashboard
  • Full Audit Log - Bank-level audit log that records every change to monitored database objects along with old and new values.
  • Suitability check - User-defined questionnaires for new instruments to invest in.
  • Relationship module - this module shows you the complete structuring of clients/partners and their relationships enabled, for example beneficial owners, powers of attorney, family relationships, etc.
In addition to the modules mentioned above, there are various other modules that can be added to make your daily work easier.
In the online meeting via Teams, you will be introduced to the company and the programme with all its possibilities.
Send an appointment request for a no-obligation demonstration now using the form below. We are looking forward to meeting you.

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