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.

Innovest Systems Partners with OpenFinance to Offer Data Aggregation

Partnership will offer Innovest clients a leading data aggregation solution that automates the gathering of data and allows clients to focus on their core business.

New York, NY, November 10, 2015 – Innovest, a leading provider of next-generation technology and services for financial professionals, announced today that it has partnered with OpenFinance, a financial services data aggregation company. Through this partnership, Innovest's clients can simplify communications with multiple external institutions by consolidating data that is in multiple systems, formats, architectures and/or technologies.

OpenFinance will help provide the full transparency, reporting, and analytic tools that Innovest's customers require to fully service their clients. These services are available to all clients across various financial sectors and data is delivered across all asset classes. The offering will allow Innovest clients to provide consolidated reporting representing both assets held in house and assets held elsewhere.

Greg McCloskey, Innovest's senior vice president of corporate development, said, "We are delighted to join forces with OpenFinance to expand our offering for wealth management professionals. Our clients will be able to improve data integrity by eliminating manual input and fully automating the processes. The ability to offer an aggregation solution is becoming increasingly important as clients continue to diversify their investment portfolios but demand consolidated reporting."

OOpenFinance aggregates a total of more than $2 trillion in holdings daily. Each holding has quality checks performed to ensure accuracy and consistency, while eliminating errors caused by corrupt or missing data. This solution will ensure Innovest's clients:

  • Improve end-client reporting
  • Enable reallocation of important resources
  • Increase reliability
  • Reduce operational tasks

"OpenFinance is thrilled to provide Innovest's clients with a reliable aggregator that delivers an accurate, secure and dependable service. The importance of using a reliable outsourced data aggregator is often underestimated. OpenFinance has a proven track record in dealing with the technical challenges that arise in the implementation and continuous maintenance of a leading data aggregator," said Edward Loughran, Founder and Managing Director at OpenFinance.


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,


OpenFinance, LLC is a leading enabler of data consolidation in the financial services industry. In these times of mergers and acquisitions, privacy, and demands for transparency, we can obtain holdings, transactions and other financial events from various institutions, consolidate data to a common form, provide layering of account and ownership relationships and seamlessly allow multiple views of the financial state, holdings by classification and transaction history. Having such control over data allows our clients to rapidly provide unparalleled reporting, client service and research; and enables clients to reduce cost, speed to market, implementation risk and issues while retaining absolute control of their brand and identity. To learn more, please visit


Lindsay Bisson

Innovest Systems