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.

Overview

With extensive experience in trust, wealth management, securities operations, and information systems, the Innovest staff and management team deliver innovative solutions to your asset management challenges. We partner with our clients to understand their businesses and their needs in the highly competitive landscape of today's financial services industry.

With more than $425 billion in assets on our systems and processing more than 4 million client transactions a month, Innovest provides solutions you can count on to help you grow and increase your firm's profitability.

Innovest empowers its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results.

Acquire

  • CRM
  • Financial Planning
  • Investment Policy Statement Generation
  • Client On-boarding

Invest

  • Trading & Rebalancing
  • Access to 3rd Party Asset Managers
  • Proprietary & 3rd Party Models
  • Execution Services

Manage

  • Portfolio Accounting
  • Trust Accounting
  • Securities Processing
  • Custody
  • Payments Processing
  • Compliance

Report

  • Statementing
  • Performance Reporting
  • Tax Reporting
  • eDelivery