INSA

People are at the centre of everything we do, and we place great value on personal relationships. For the past 10 years or more we have been using the INSA portfolio management system for efficient support and optimal presentations.

INSA offers secure online access via a PC or iPad and makes it easy to consolidate global assets as well as to produce reports on specialised securities. All foreign currency and securities prices are automatically updated on a daily basis, and reporting can be adapted to individual requirements using the asset managers’ own layout, logo, typeface, etc.

Benefits for the clients/partners of asset managers:

  • Preferential conditions and investment controlling at the custodian banks
  • Online access at any time to portfolios and general overview thanks to simple consolidation

Benefits for Amasus clients:

  • Full flexibility and freedom thanks to online access, individual presentation and consolidation facility