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.

>$500,000,
000,000

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

Our Vision

Envision the Future

Every day, you ask your clients to envision a better future. Then, you create a growth plan to help them get there. The plans you create are strong to support your clients' ambitions. But they're also flexible to prepare for inevitable change.

It's about time someone did the same for you.

Our Technology

Your technology is more than just your back office. It's the platform that supports your growth. If it's flexible, strong, open, and alive—you can take advantage of new opportunities. If it's brittle, closed off or aging—your growth will be that much more challenging.

Founded in 2000, Innovest brings modern-era technology to the under-served trust and wealth management industry struggling with legacy systems that don't meet the. Innovest empowers its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results.

The Innovest product suite ranges from wealth management and trust accounting to include custody, payments, trade execution, investment management, performance measurement, and other related solutions and services.

InnoTrust

InnoTrust, our flagship trust and wealth management product, was built on a multi-currency, Software as a Service (SaaS) architecture.

InnoPay

In 2013, Innovest merged with Administrative Systems, Inc. (ASI). With more than 40 years in the payments industry, ASI brings to Innovest a deep and focused expertise in the needs of the retirement and benefit payments market.

FinTech Securities Trading

In 2014, Innovest acquired FinTech Securities. FinTech is a wholly owned subsidiary of Innovest offering equity, fixed income, and options trading solutions to trust companies and advisors.

Managed Services

Innovest's philosophy for flexible and personalized experiences extends beyond feature-rich technology. In addition to various quality integration and customizable offerings on our technology platform, we also offer outsourcing and consulting services to help meet each client's specific needs.

Alternative & Unique Assets

In 2017, Innovest acquired PetroData Systems, Inc. (PDS). PDS has been in business for over 30 years and operates several divisions including operational outsourcing, consulting services, and tax services for a range of institution types including Ultra High Net Worth, Family Office, and International Banks.

Innovest expects continued growth in the alternative and unique asset market, which PWC indicates to grow from $10 trillion to $18 trillion by 2020. The Unique Asset Division specializes in unique and hard-to-value assets, namely real estate, closely held companies, oil amp; gas, farm & ranch, notes and mortgages.

Outsourcing Solution

Innovest believes calculated flexibility is a key component in producing best measures for clients and all stakeholders alike. Our strategic relationships extend beyond our technology to meet demands specific to trust management and top-tier client service. Empowering clients to acquire, invest, manage, and report efficiently, accurately, and successfully is a value proposition taken firmly.

Innovest strategic relationships with skillful industry talent enables a solid foundation for growth by mitigating risk and driving down cost. Our clients have the choice to outsource back-office trust operations, so clients and account administrators can stay focus on the core business.

Something for Everyone

At Innovest, we are committed to delivering leading edge financial technology and managed services that grow alongside your organization. Think back to how much your business has changed over the course of the past decade. Can you say the same for the technology and services that support you?

Find out how Innovest can work for you.

Acquire

  • CRM
  • Financial Planning
  • Investment Policy Statement Generation
  • Client On-boarding

Invest

  • Trading & Rebalancing
  • Access to 3rd Party Asset Managers
  • Proprietary & 3rd Party Models
  • Execution Services

Manage

  • Portfolio Accounting
  • Trust Accounting
  • Securities Processing
  • Custody
  • Payments Processing
  • Compliance

Report

  • Statementing
  • Performance Reporting
  • Tax Reporting
  • eDelivery

Contact us today