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.


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

Upcoming Industry Conferences

RITA - Spotlighting Self-Directed IRAs
March 25 – March 27, 2019 | Hilton - National Mall | Washington, DC | Learn More
Texas Bankers Association - Wealth and Trust Conference
April 17 – April 19, 2019 | JW Marriott San Antonio Hill Country Resort & Spa | San Antonio, TX | Learn More
North Dakota Bankers Association - Tri-State Trust Conference
April 29 – May 1, 2019 | Hilton Garden Inn | Fargo, ND | Learn More
FIRMA - National Risk Management Training Conference
May 5 – May 9, 2019 | Wyndham Grand Orlando at Bonnet Creek | Orlando, FL | Learn More
MOKAN Trust and Financial Services Conference
May 8 – May 10, 2019 | Sheraton Kansas City Hotel at Crown Center | Kansas City, MO | Learn More
The Fiduciary Education Foundation
May 14 – May 17, 2019 | Hilton | Harrisburg, PA | Learn More
Innovest Systems Client Conference
June 4 – June 6, 2019 | Newport Marriott | Newport, RI | Learn More