With extensive experience in trust, wealth management, payments, unique and hard-to- value assets, 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 $500 billion in assets on our systems and processing more than 4 million client transactions a month, Innovest provides flexible talent-based solutions to our clients. The Innovest product suite can be integrated to meet both client type with a choice to focus on a personalized experience or a turnkey solution. Our technology and managed services deliver an experience 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.
- Financial Planning
- Investment Policy Statement Generation
- Client On-boarding
- Trading & Rebalancing
- Access to 3rd Party Asset Managers
- Proprietary & 3rd Party Models
- Execution Services
- Portfolio Accounting
- Trust Accounting
- Securities Processing
- Payments Processing
- Performance Reporting
- Tax Reporting