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.

>$425,000,
000,000

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

08.20.14

Inc. Magazine Names Innovest One of the Fastest Growing Private Companies in America

Inc. Magazine, an online and print publication aimed at entrepreneurs and business owners, released its thirty-third annual Inc. 500|5000 list of fastest growing private companies in America.

08.13.14

Innovest Announces Innovest CRM Powered by Microsoft Dynamics

Innovest today announced the launch of Innovest CRM, a customer relationship management business solution that drives sales productivity and marketing effectiveness through social insights,...