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 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.

FinTech, a wholly owned subsidiary of Innovest, executes over 69 million equity shares per year.

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.

Fulfillment Services

Our secure print and mail facility processes millions of documents each year on behalf of some of the nation's largest institutions, streamlining and automating the delivery of critical information to customers.

By continually investing in new resources, equipment, and process, Innovest has built a complete print and mail fulfillment center to ensure your document delivery is timely, accurate and authorized.

Our print and mail fulfillment process undergoes an annual SSAE 16 audit to ensure proper controls are followed and that your documents will be delivered accurately and on-time.

  • Pension and other Retirement Benefit Checks, ACHs & Confirms
  • Health & Welfare Benefits and Claims (including EOBs)
  • Benefit Statements
  • Benefit Communications
  • Tax Forms including 1099R, 5498s
  • Premium & Ad Hoc Print Projects
  • Custom Developed & Mapped Communications Documents
  • SSAE 16 Audited Controls
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