--- title: "INDIS Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about INDIS Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/230023/IN-DIS/" page_type: "product" language: "en" --- # INDIS Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support) INDIS ## What is INDIS? The IN-DIS solution is dedicated to insurers and mutuals. Fully integrated, it automates business processes and thus meets management needs and regulatory guidelines by producing high quality analyses and reports, using financial and non-financial data. IN-DIS allows you to simultaneously combine in all your management processes the 3 key axes of modern management: Impact on sustainability, Return and Risk. ## What is INDIS used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Risk Management](https://www.capterra.com/risk-management-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for INDIS?[Manage this product listing](https://www.g2.com/products/maxq-arm/claim_requests/new?auto=true) ## INDIS Overview Updated September 2026 AI summary INDIS offers cloud-based tools for businesses of all sizes to manage risk, compliance, and investment processes. Covering risk management, fund accounting, and portfolio oversight, it provides features such as audit management, risk analysis, dashboards, and document control. Notable options include customizable reports, workflow management, and API integration to support tailored risk and investment strategies. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### INDIS 0.0 VS. [4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/) Starting Price Contact vendor Starting Price $24000 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (0) Value For Money 0.0 (0) Value For Money 4.1 (0) Customer Service 0.0 (0) Customer Service 4.5 (0) ## INDIS alternatives [AMDIS](https://www.capterra.com/p/229953/AM-DIS/) [0.0](https://www.capterra.com/p/229953/AM-DIS/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/229953/AM-DIS/) Highest Rated [PackHedge](https://www.capterra.com/p/164389/PackHedge/) [4.9 (11)](https://www.capterra.com/p/164389/PackHedge/reviews/) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/164389/PackHedge/) [PortfolioShop](https://www.capterra.com/p/157187/ReconAdvantage/) [4.8 (4)](https://www.capterra.com/p/157187/ReconAdvantage/#reviews) Starting price $1500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/157187/ReconAdvantage/) [Risk Shell](https://www.capterra.com/p/265390/Risk-Shell/) [0.0](https://www.capterra.com/p/265390/Risk-Shell/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/265390/Risk-Shell/) ## Features AI summary Based on 1,730 Insurance reviews Capterra data shows that buyers of risk management software rank the following features as their top priorities: - **Risk Analysis** (**47%** of reviewers rated this feature as critical) - **Risk Reporting** (**46%**) - **Risk Scoring** (**49%**) INDIS supports **Risk Analysis** and **Risk Reporting**, giving teams a way to evaluate potential threats and document findings for better visibility across the business. However, it does not include **Risk Scoring**. Instead, it offers other important capabilities that reviewers also value, including **Risk Assessment** (**54%**), **Compliance Management** (**46%**), and **Document Management** (**43%**). These features help businesses review risk exposure, track regulatory requirements, and keep supporting records organized, allowing teams to make more informed decisions and maintain stronger oversight. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. API Application programming interface that allows for integration with other systems/databases Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Audit Trail A record of all activities within the system, including user access, changes made, etc. Automated Execution Automatically place and execute trades without the need for manual input. Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements INDIS 53 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - API: Application programming interface that allows for integration with other systems/databases - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Execution: Automatically place and execute trades without the need for manual input. - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compliance: Implements policies and controls to help the organization meet various compliance certifications and standards, such as SOC 1, SOC 2, SSAE 18, ISO 27001, HIPAA and PCI DSS. - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history - For Hedge Funds: Designed for Hedge Funds - For Investors & Traders: Used by retail investors and active traders/day traders - Forecasting: Form predictions based on past and present data/trends - Fund Management: Manage allocation and performance of financial assets - Investment Accounting: Carries out investment accounting - Investor Management: Automated payments and reporting for investors - Investor Reporting: Compile and report on all investor activities - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Currency: Manage and handle various international currencies - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Performance Analysis: Monitor and analyze the performance and status of a server or system/application - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Accounting: Tracking and logging the performance, risks, gains and losses of investments - Portfolio Analysis: Measure and assess the performance of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Analysis: Analyze potential risks across the organization - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Risk Reporting: Reporting of risks associated with specific actions, events, or entities - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Task Management: Create, manage and track all task activities and progression - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. 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