https://www.insa-support.com/kb/ https://www.insa-support.com/kb/index.php?View=entry&EntryID=599 "Report" section is usually the most looked for and most visited part of the portal by clients. In this section they can obtain a PDF report including all the important details on multiple reports that their RM prepared for them. The report is... Fri, 12 Jan 2024 15:57:14 +0100 https://www.insa-support.com/kb/index.php?View=entry&EntryID=598 Defining access rights for web portal users There are two separate ways to get users to log into the INSA Web portal. by providing your users/partners access rights directly in INSA using partner administration form or allowing... Thu, 11 Jan 2024 12:24:47 +0100 https://www.insa-support.com/kb/index.php?View=entry&EntryID=503 Supported hardware and operating systems Insa online application is supported on PCs, Laptops, Netbooks and mobile hpones running at least Windows 7, Apple OSX or any newer Linux distribution with browser capable of HTML5 content rendering. ... Thu, 11 Jan 2024 10:58:53 +0100 https://www.insa-support.com/kb/index.php?View=entry&EntryID=597 This example is suitable for all those portfolios that are under a Trust company (fiduciaria statica) which have the duty to remain under 50'000? of liquidity except the EUR account (which is the Reference currency in this case). 1. Name: set the... Tue, 29 Mar 2022 09:56:23 +0200 https://www.insa-support.com/kb/index.php?View=entry&EntryID=464 The Management fee module in INSA allows to assign a group of management fees to a group of clients, speeding up the whole Management Fees process, from the calculation, review, order and transaction creation till the final invoice. 1.... Fri, 16 Apr 2021 16:03:26 +0200 https://www.insa-support.com/kb/index.php?View=entry&EntryID=596 Investment Proposal: Below the steps to module an investment proposal 1) Click on ?Portfolio? from the main menu on the left side 2) Then on ?Investment... Thu, 04 Jun 2020 12:08:45 +0200 https://www.insa-support.com/kb/index.php?View=entry&EntryID=595 Path: SYSTEM MAINTENANCE -> Data Base Administration Function: Delete Unused Securities This function allows you to delete all unused securities. As Insa is transaction based you can only delete securities which have no... Fri, 22 May 2020 08:22:07 +0200 https://www.insa-support.com/kb/index.php?View=entry&EntryID=594 This article describes how to batch import risk categories for several securities avoiding individual manual intervention. ... Wed, 18 Sep 2019 10:52:50 +0200 https://www.insa-support.com/kb/index.php?View=entry&EntryID=96 DISCLAIMER: downloading ratings from providers request's licence agreements! So please contact your provider to verify whether your licence covers the regular mass-download of ratings. Insa Standard Interface supports importing Ratings... Thu, 05 Sep 2019 15:59:03 +0200 https://www.insa-support.com/kb/index.php?View=entry&EntryID=593 Select: Criteria: Amount Minimum: 5 (years) For: Duration Percentage from: 10% Thu, 05 Sep 2019 15:41:46 +0200 https://www.insa-support.com/kb/index.php?View=entry&EntryID=592 Thu, 05 Sep 2019 08:27:10 +0200 https://www.insa-support.com/kb/index.php?View=entry&EntryID=430 In Insa there are several possibilities to create portfolio models. These are; - Create a simple portfolio model by using an existing portfolio. This model can be created here: Investment Strategies > Define Portfolio Model > Add... Mon, 02 Sep 2019 11:33:15 +0200 https://www.insa-support.com/kb/index.php?View=entry&EntryID=591 ... Wed, 10 Apr 2019 12:12:22 +0200 https://www.insa-support.com/kb/index.php?View=entry&EntryID=590 ... Wed, 10 Apr 2019 12:12:03 +0200 https://www.insa-support.com/kb/index.php?View=entry&EntryID=525 Please note that a portfolio can only be created if a related partner already exists. If you need to do this please follow this Link for instructions. Once a partner is created you may add one or more portfolios. For each bank the partner has a... Wed, 15 Aug 2018 10:26:13 +0200