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.

Innotrust

Innovest’s flagship product, InnoTrust, offers a dramatically better way to support the accounting and reporting needs of trust companies, banks, private banks, retirement plan administrators, and others that need to control, account for, and report on assets held in trust, wealth, and retirement accounts.

InnoTrust is webservices/API enabled which allows for easy integration with internal programs and third party applications.

  • Configurable, user-friendly dashboard style navigation
  • Easy access to customer data via the user interface
  • Full principal and income accounting
  • Tax lot accounting and cost basis tracking
  • Trade order management and order routing
  • Comprehensive Reg-9/Admin Review functionality that includes exception tracking, configurable questions and answers as well as follow-up tickler tracking
  • Robust portfolio rebalancing that allows for "what-if" analysis including gain/loss
  • Multi-currency/global processing
  • Multiple customized reporting options that makes creating and retrieving custom reports easy and intuitive
  • Required Minimum Distribution calculation and automatic posting of RMD payments
  • Full database replication which allows for in-house reporting and data warehousing.
  • Charitable functionality supporting CRUTs, CRATs, NIMCRUTs and other charitable investment vehicles
  • Full Common Trust Fund and Unitized Fund functionality
  • Tax Reporting functionality that includes integration with major tax preparation providers as well as system generated 1099s, 5498s and tax worksheets
  • Comprehensive fee calculation functionality that allows for multiple fee schedules, fee tiers, andbilling methodologies