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.

First American Bank Goes Live on Innovest’s Trust and Wealth Management Platform

Innovest announced today that First American Bank has successfully implemented InnoTrust, Innovest’s flagship trust and wealth management platform. First American Bank, founded in 1903, is the fastest growing provider of trust and wealth management services in New Mexico. For over a century, First American Bank has been providing a full spectrum of financial services including banking, lending, personal finance, wealth management, trust and retirement planning.

First American Bank, who went live on July 1st, selected Innovest for its portfolio management capabilities, modern-era architecture and easy to use, dashboard style interface. The bank will be using a suite of Innovest’s services including trade execution, custody, and performance reporting. Increased operational efficiencies as well as breadth of functionality and improved audit tracking were key drivers in selecting Innovest.  

Jason Hessler, senior vice president of trust and wealth management at First American Bank said, “We are excited to have taken this step forward in upgrading our technology by working with Innovest. We are committed to delivering a high standard of service to our customers and that means using current, secure technology to create operational efficiency and deliver additional reporting and online capabilities. Our customers have been extremely pleased with the enhanced online portal.”

“First American Bank is a great addition to our growing roster of clients,” said Maryanne Campbell, senior vice president of business development with Innovest. “Their team was excellent to work with throughout the implementation process and it is clear they are committed to their expanding customer base. We look forward to continuing to serve First American Bank and its clients.”

Innovest is a leading provider of technology tools and services that help banks, trust companies, advisors, retirement service providers, and other financial institutions to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results. Innovest works with over 250 of the nation’s most prominent financial institutions.

ABOUT INNOVEST

Innovest is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals. Innovest's solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers. Innovest has over $425 billion in assets under administration on its trust and wealth management platform, processes more than 4 million payments annually and provides fulfillment services for more than 10 million documents, including checks, advices, and tax forms each year. Innovest's wholly owned subsidiary, FinTech Securities, executes over 69 million equity shares annually. For more information about Innovest, visit www.innovestsystems.com.

ABOUT FIRST AMERICAN BANK

Chartered in Artesia, NM in 1903, First American Bank is a respected independent community bank with 22 locations throughout the state. First American Bank offers a full spectrum of financial services including business, personal, trust, investment, wealth management, and mortgages.