Innovest provides fulfillment services for over 10,000,000 documents annually.

Every year, Innovest processes over 6,000,000 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 CenturyLink Technology Solutions, a recognized leader in hosting. Innovest relies on CenturyLink Technology Solutions 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, executed over 93 million equity shares last 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.

>$500,000,
000,000

Market value of all assets administered on InnoTrust's platform, making it one of the largest trust and wealth management systems.

Unique Assets

Innovest Systems is proud to offer Mineral, Oil and Gas, Real Estate, Note & Mortgage, Limited Liability Companies, Closely Held Assets, and Farm & Ranch Asset Management Services through a team of experts with over 100 years of combined experience in management of specialty trust assets with mineral, oil and gas interests. Our expert team manages over 30,000 assets and processes over 154,000 transactions a month for 20 clients.

Service Professionals and Experts:

  • Certified Professional Landman
  • Title / Division Order Analysts
  • Mineral, Oil & Gas Revenue Specialists
  • Certified Public Accountant
  • Petroleum Engineers
  • Oil and Gas Title Attorneys

The Innovest Unique Assets Division offers state-of- the-art products and services to streamline day-to-day portfolio management, accounting responsibilities and compliance tasks. We are committed to providing excellent business services and solutions that safeguard the expectations of our clients and their diverse range of fiduciary responsibilities in a fast-paced, competitive market.

Unique and Hard-to-Value Assets Products & Services:

  • Real Estate
  • Mineral, Oil & Gas Interests
  • Closely Held Business
  • Loans and Notes
  • Student Loans
  • Farm & Ranch
  • Timber
  • Tangible Assets & Collectibles
  • Portfolio Management
  • Operations Outsourcing
  • Compliance Support
    • — Property Tax
    • — Valuations
    • — Appraisals
    • — Inspections
    • — Reg 9 Review
    • — Insurance Tracking
    • — Pre-Acceptance
  • Software