Insa Investment Software AG

Bahnhofstrasse 34
Wallisellen, Switzerland


About us

Insa Investment Software AG is one of the leading Swiss software houses specialized in
financial software with the main focus on the wealth management.

With over 25 years experience in finance industry, we specialize in providing our clients
with a tailored service at affordable price.

The company has enjoyed steady organic growth based upon product quality, experience
and customer satisfaction. At its present level, the company is well placed to ensure that
all of the benefits associated with larger companies are available, whilst remaining at a
size which ensures that all clients receive personal attention from senior management and
directors and additional system customizations and feature requests are fulfilled flexibly,
without huge overheads.

Our clients benefit from a bespoke service that is fully tailored to each customer’s needs.
Quality od service and the commitment of the directors and staff have ensured our very
high customer retention rate.

Our company goal is not to grow to become a huge software house, but to keep its
boutiqe approach to the market and invest mainly in keeping its current customers
satisfied with the IT systems which cover their complete businesses needs.

Company has four offices: Offices in Zurich and Lugano in Switzerland and R&D Team
in Osijek, Croatia, office in Tallin, Estonia and representative in Belgrade, Serbia

Services / Products

  • Core Banking System

    • Core Banking System Design and Implementation
    • Core Banking System Maintenance
  • Fraud Monitoring

  • Applications

  • Other solutions (payment, security, monitoring etc.)

    • Wealth Management, Treasury, Secure Document Management


  • Banking

  • Insurance

Alphen Asset Management Israel
Mindful Wealth, Singapore
Arvest Funds AG Zurich, Switzerland
AQA Funds Valletta, Malta
BFI Consulting Zurich, Switzerland
Finpromotion Lugano, Switzerland
Podravska Banka, Koprivnica, Croatia
Eurizon Asset Management Zagreb, Croatia
Helvetische Bank, Zurich, Switzerland
Schaffhausen Kantonalbank, Schaffhausen, Switzerland

Contact details

Name and Surname E-mail Phone number
Zoran Bozicevic +38598320875