As the baby boomer generation retires, the focus of financial institutions will shift from aggregating assets to distributing wealth. With payments volumes increasing, it will become increasingly critical for pension providers and other financial institutions to streamline payments processing. Our payment solutions division processes over 4 million payments annually so you can trust that your processing is in expert hands.
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 and options in between, we can tailor the right solution to meet your expanding payment needs.
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