Unique Asset management offers high revenue potential but is often too complex for most banks to handle

Solution: America’s largest asset managers have exacting standards across the board, and that is especially true in the realm Unique Assets, where complicated ownership structures, complex income streams, and stringent fiduciary requirements, create opportunities for deep and longstanding client relationships.  And within every client portfolio is risk and liability. Innovest has set the standard in Unique & Hard to Value Assets, with: — software hosted in our data centers to provide a robust yet efficient way for your teams to handle the intricacies of Minerals, Oil and Gas; Real Estate, Farm, Ranch and Notes; and Closely Held Corporations and Family Businesses. — management services across all Unique Asset classes, with time-tested procedures, best-in-class policies, and unmatched expertise in every facet of the operation supporting your clients.  — Specialized toolsets including database replication, SQL Server Reporting Services, Microsoft Power BI, and Asset Analytics to make your management and client reporting everything you expect it to be. Innovest Unique Assets was created when Innovest acquired PDS, the nationally recognized leader in Trust & Unique Assets, in 2017.  Building on a 30 year history of best practices, audit reviews, and regulatory collaboration, additional resources were immediately implemented to accelerate architectural integration and application development to tie Unique Assets into Innovest’s technology roadmap.