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INSA Portfolio Management System

  • Finance
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Insa Portfolio Management System clients and their customers now have worldwide secure access to online valuations of their portfolios via the iPad. Users are able to select individual portfolios or consolidate all. INSA for iPad provides:
• Display of individual investments grouped by asset class or currency
• Charts displaying various risk exposures
• Complete client reporting which includes:
--- detailed statement of investments
--- performance charts
--- Performance attribution and contribution
--- Various risk metrics
--- Cash flow projections
--- and much more
• List of executed transactions for any given time period.

Learn more about Insa Investment software: