We are pleased to introduce our new cooperation partner INSA today.
Insa Investment Software AG specialises in developing individualised, customised portfolio management software solutions tailored to your clients and their needs. The modular structure of the software ensures that the range of functions can be adapted to the respective business environment of the client and that the client is only invoiced for the modules required.
In this way, it also offers smaller companies the opportunity to use professional portfolio management software.
The Chronos "workflow engine" is highlighted by our new cooperation partner. This new module enables customers to automate business processes so that they no longer have to be executed manually by their employees. These can be processes within INSA PMS as well as in third-party products. As a result, clients are able to minimise their costs and refocus on the more profitable aspects of their work.
Thanks to offices in Switzerland (Wallisellen and Lugano) and foreign branches in Croatia (Osijek) and Estonia (Tallinn), Insa Investment Software AG is able to advise and support clients quickly and easily, even in person.
Since the company was founded 30 years ago, 100% of the shares have remained in the private hands of the employees. Insa Investment Software AG thus ensures that no external influences have an impact on developments.
All these factors form the stability of the company and, for the clients, the security of a long-term partnership in which the client is always the focus. National and international clients include external asset managers, trusts, fund managers, family offices as well as banks and insurance companies.
More information about the Offer for IGUV members.