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.

Payment Solutions

Innovest's Payment Solutions provide banks, trust companies, and other financial institutions with the ability to streamline benefit payment, retirement, and other distribution processing. With a suite of options available ranging from payment printing and fulfillment to fully outsourced Paying Agent Services, we can tailor the right solution to meet your expanding payment needs.

Offering seamless integration with all major back office systems, Innovest's Payment Solutions is a flexible SaaS-based solution to streamline your payment processing and improve customer service through accurate and on-time distributions. Innovest's Payment Solutions are SSAE 16 SOC I Type II audited for maximized data security and safety.

Payment Solutions provides a single consolidated process for state and federal withholding calculations, tax reporting, tax remittance, and print and mail fulfillment of checks, confirmations and tax forms.

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