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Insa Investment Software

Insa Investment Software Email Formats

Software DevelopmentFlag of CHWallisellen / Hof, Zurich, Switzerland11-20 Employees

Insa Investment Software Email Formats

Insa Investment Software uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@insa-software.com), used 50% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@insa-software.com
50%
{first initial}
j@insa-software.com
41.7%
{first name}
john@insa-software.com
8.3%

Key Contacts at Insa Investment Software

Flag of HR

Zoran Bozicevic

Director Of Growth

Flag of CH

Marco Mazzon

Member Board Of Directors, Senior Consultant & Product Manager

Flag of CH

Yves Kopp

Coo, Head Of Sales & Marketing

Company overview

HeadquartersBahnhofstrasse 34, Wallisellen, CH-8304, CH
Phone number+385911256510
Website
SIC737
Keywords
Investment, Software, PMS, Portfolio Management
Founded1994
Employees11-20
Socials

About 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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager
Director
Entry

Employees by Department

Insa Investment Software has 9 employees across 5 departments.

Departments

Number of employees

Funding Data

Insa Investment Software has never raised funding before.

Insa Investment Software Tech Stack

Discover the technologies and tools that power Insa Investment Software's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

MediaElement.js

Video players

Site Kit

Site Kit

Analytics

Google Maps

Google Maps

Maps

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

GTranslate

GTranslate

Translation

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

LiteSpeed

LiteSpeed

Web servers

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Frequently asked questions

Insa Investment Software is located in Wallisellen / Hof, Zurich, CH.
You can reach Insa Investment Software at +385911256510.
Insa Investment Software was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.
Insa Investment Software has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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