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.

11.25.13

Innovest Introduces Innovest TWMS Mobile App

Innovest, a provider of next-generation technology platforms for forward-thinking trust, wealth management, and retirement professionals, has announced the launch of its Innovest Trust and Wealth...

11.19.13

First Rate and Innovest Partner to Offer an Integrated Trust and Wealth Management Solution

First Rate, a leading provider of performance measurement and client reporting solutions for the financial services industry, and Innovest, a financial technology firm specializing in trust...