Innovest provides fulfillment services for over 10,000,000 documents annually.

Every year, Innovest processes over 4,000,000 payments.

Innovest has converted clients off virtually every legacy trust platform--Charlotte, AddVantage, Global Plus, FIS Metavante, SEI--and most of the smaller providers, as well. Any Innovest client will tell you how much better life is on a modern-era platform.

Like the U.S. Supreme Court, Innovest leverages the expertise and resources of Savvis, a recognized leader in "cloud" hosting. Innovest relies on Savvis to deliver its state-of-the-art Software as a Service solution.

InnoVue, used by Innovest's clients to provide end-customers with account information such as holdings, recent activity, statements and investment performance, can be accessed by PC, Mac, iPhone, iPad, Kindle, Android phones and tablets, and all major web browsers.

Innovest has been in the cloud since before it was called "the cloud."

All of Innovest's customer support and information technology staff are based in the US.

When implementing new clients, Innovest converts history from legacy systems and makes it "live and searchable" allowing clients to embrace their future without losing their past.


Market value of all assets administered on InnoTrust's platform, making it one of the largest trust and wealth management systems.


Amalgamated Bank of Chicago Selects Innovest's Trust Accounting Platform and Payment System

Innovest announced today that Amalgamated Bank of Chicago has chosen Innovest's InnoTrust as its corporate and institutional trust platform.


Innovest Announces Further Enhancements to Compliance and Account Review Functionality

Innovest today announced the release of further enhancements to its Reg 9 compliance and account review functionality within InnoTrust, the firm’s flagship trust and wealth management accounting...