Discover the
most ADVANCED
WEALTH MANAGEMENT
PLATFORMS

OUR SOLUTIONS

Innovest offers modern, state-of-the-art technology, a comprehensive product suite with features designed for usability, a flexible tech-stack that makes integration simple, and scalable managed services to streamline inefficient and costly internal processes. Our products and services are backed by a consummate team of experienced, dedicated professionals.

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ABOUT
INNOVEST SYSTEMS

Founded in 2000 to address the market opportunity created by legacy trust accounting platforms that were operating on decades old technology, Innovest was created to build a state-of-the-art trust accounting platform using modern-era, web-based technology. With a nearly 20 year track record providing cutting edge, proprietary technology to our clients while leveraging the expertise of a premier set of strategic partnerships as well as expanding into new underserved markets through organic development and savvy acquisition, Innovest is uniquely positioned to serve the needs of clients across markets, industries, size and complexity.

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CASE STUDIES

Maintenance of and enhancements to an in-house payments system has...

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Maintenance of and enhancements to an in-house payments system has become prohibitively expensive
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Clients require platform scalability that can support high transaction volumes and...

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Clients require platform scalability that can support high transaction volumes and the ability to seamlessly integrate acquisitions
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Unique Asset management offers high revenue potential but is often too complex for...

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Unique Asset management offers high revenue potential but is often too complex for most banks to handle
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Why 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 past decade. Do your customers view you as leaders in your
industry? How much more should technology be doing for you?

  • project-management

    State-of-the-art Technology

    All of our technology has been developed with growth, integration and data security in mind. Today's business requires that our technology can adapt to change and can securely integrate with multiple systems. All our of platforms have been developed using modern technology that will grow with your organization.

  • technical-support

    Versatile Managed Services

    Innovest companies have proudly offered Managed Services for over 25 years. We work closely with our clients to determine the right solution to meet your needs. From simple document printing to fully outsourced back- office operations, we work with you to determine how to best optimize your business

  • partner

    Unmatched Support

    We believe that technology can only be as good as the support that delivers it. We partner with our clients to understand where their businesses are going and we help lay the groundwork to get them there.