UNIFIDA FINANCE SA – UNIFIDA SERVIZI SA

We, as a trustee, use the most advanced management software, we are looking for the best platforms for the development of our activities

INSA INVESTMENT SOFTWARE

“We have been developing and providing our Portfolio Management System called Insa to independent asset managers, banks and institutional investors since 1994. Installed at over 60 clients worldwide Insa has become the reference wealth management solution. Insa’s core system offers you unrivalled, wide ranging and highly innovative functionality – from time saving order processing and management through to analysis and modelling tools to assist your decision making. Consolidating portfolios held at various banks has never been easier while Insa – saving you time and money – interfaces with numerous custodian banks and banking systems.

Be it analysis, order management, money laundering control or simply producing eye-catching customized reports, Insa will allow you to focus on what you do best. 

We offer solutions for all sized companies. Our software has been implemented by cost conscious ‘one man shows’, as well as large multi office/national wealth management firms”

SIX FINANCIAL INFORMATION

SIX Financial Information is a leading global provider of data and value-added services for the wealth and asset management industry. The company’s strength lies in the area of reference data.

Aggregated in real-time from 1,500 worldwide sources, SIX Financial Information’s data offering covers all the major trading venues. The database includes reference and market data, corporate actions, regulatory data and pricing information for over 27 million instruments.
With its offices in 23 countries, SIX Financial Information combines the advantages of local expertise with global reach to offer financial specialists comprehensive data services for asset servicing and administration, middle office as well as investment and portfolio management.
As the official numbering agency for Switzerland, Liechtenstein and Belgium, SIX Financial Information also assigns securities numbers. The company is also a founding member of ANNA and co-operator of the ANNA Service Bureau.

SIX Financial Information plays a leading role in international committees, associations and working groups.

We offer solutions for all sized companies. Our software has been implemented by cost conscious ‘one man shows’, as well as large multi office/national wealth management firms”