Innovest Announces Further Enhancements to Compliance and Account Review Functionality
Innovest today announced the release of further enhancements to its Reg 9 compliance and account review functionality within InnoTrust, the firm's flagship trust and wealth management accounting platform.
Frost Bank Implements Innovest's Payment Solutions
Innovest announced today that Frost Bank has successfully implemented and gone live with Innovest's Payment Solutions to better streamline its payments processing.
Innovest Partners with Volunteers of America to Provide Veteran Readjustment Assistance
In partnership with Volunteers of America, Innovest staff in its Sacramento office participated in the west coast office's first annual Innovest Cares Day by helping returning veterans readjust to life at home.
Innovest Introduces Innovest TWMS Mobile App
Innovest, a provider of next-generation technology platforms for forward-thinking trust, wealth management, and retirement professionals, has announced the launch of its Innovest Trust and Wealth Management Systems (TWMS) Mobile App.
First Rate and Innovest Partner to Offer an Integrated Trust and Wealth Management Solution
First Rate, a leading provider of performance measurement and client reporting solutions for the financial services industry, and Innovest, a financial technology firm specializing in trust accounting and wealth management solutions, today announced a partnership to offer enhanced performance and cl
Innovest Systems Partners with Impact Network in Charitable Campaign
Innovest Systems, a financial technology firm specializing in trust accounting and wealth management solutions, today announced its charitable partnership with Impact Network.
Innovest Systems forms a Joint Business Relationship with PwC US to Offer an Innovative Solution for Wealth Management Tax Services
Innovest Systems, LLC, a financial technology firm specializing in trust accounting and wealth management solutions, today announced that it has formed a joint business relationship with PwC to offer PwC's Wealth Management Tax Services to Innovest clients.
Unified Trust Company Implements ASI for Paying Agent Services
Administrative Systems, LLC (ASI) announced today that Unified Trust Company has gone live with Paying Agent Services.
Innovest Systems Partners with Volunteers of America for Summer Picnic
Innovest Systems, LLC, a financial technology firm specializing in trust accounting and wealth management solutions, recently hosted a summer picnic for children of New York City's Regent Family Home, a transitional residence focused on helping homeless families achieve independence and permanent ho
First Foundation Bank Chooses Innovest Systems
First Foundation Bank, a private financial firm offering banking, estate planning, wealth management, trust services and philanthropic services, today announced that it has selected Innovest Systems' InnoTrust as its trust platform.