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.

Client Conference

2016 Innovest Client Conference location

Innovest is pleased to announce that we will be hosting our 2017 Client Conference at Belmond Charleston Place in Charleston, South Carolina, from May 3rd through May 5th. At the conference, you can join other industry professionals for a variety of presentations by Innovest and its alliance partners. When you're not working with your fellow industry professionals, we invite you to explore the Belmond’s rooftop pool, browse the exclusive boutiques, or explore the city of Charleston. For more information on the resort, please visit www.belmond.com/charleston-place/.