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.

Joanne Smith Joins Innovest Systems as Chief Operating Officer

“We are excited to have someone with Joanne’s industry and management experience join our leadership team to support Innovest’s continued growth,” said Glenn Schmidt, Innovests’s CEO." Joanne has a strong commitment to delivering best-in-class products to our expanding client base. Her deep financial services background will be a significant asset to our firm as we continue to develop and enhance our product offerings."

Joanne will be based in the New York office.


Innovest Systems, LLC 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 $600 billion in assets under administration on its trust and wealth management platform servicing over three hundred global financial institutions. For more information about Innovest Systems, contact Natalie Wyatt, Vice President, Marketing at nwyatt(at)innovestsystems(dot)com or visit