Available from Innovest Systems
Innovest provides technology-driven solutions to trust and wealth management companies.
Innovest's flagship product, a trust accounting and reporting system, is a secure, integrated, real-time, accrual based system offered in an Application Service Provider (ASP) environment. This browser-based open system comprehensively addresses the needs of trust companies, banks, retirement plan administrators and others that need to control, account for, and report on assets held in trust accounts.
Innovest’s state of the art platform also allows advisors the ability to manage trust assets with non trust assets to better manage and retain your client relationships.