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.

Our Vision

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.

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. Innovest empowers its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results.

InnoTrust, our flagship trust and wealth management product, was built on a multi-currency, Software as a Service (SaaS) architecture. Our product suite has expanded from trust accounting to include custody, payments, trade execution, performance measurement, and other related services.

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.

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.

At Innovest, we are committed to delivering leading edge financial technology that grows 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 that supports 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