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Infovisa's core product is the MAUI trust accounting application suite which is offered as an in-house solution or through MAUI Cloud Services. MAUI was designed and built using our Innovation by Design™ approach which means that you must start with an intelligent system design. Our foundation... Read more »
Infovisa's client internet access product is MAUIWeb. MAUIWeb provides our clients' customers with unparalleled reporting and access including full transaction history and 'as of' positions. Their customers have access to enhanced graphing features, "dashboard" functions, and the ability to... Read more »
MAUI Investment Manager is the latest product to join the MAUI Suite of software. This product is a robust, integrated portfolio management system. MAUI Investment Manager eliminates the need for investment professionals to obtain a third-party relationship for modeling software, or managing... Read more »
Tracking the performance of your accounts is just as important to you as it is to your clients. That is why we have built many different options of reporting performance to you and your clients. We start with our original product, Enhanced Trust Reporting (ETR). ETR is a stand alone application... Read more »
MAUI Cloud Services is for those firms that would rather not maintain additional internal technology infrastructure. This service delivers the MAUI suite of software in an Application Service Provider (ASP) environment. Clients of INFOVISA that utilize this service eliminate many of the system... Read more »
The Infovisa Pricing Service delivers price and other asset synoptic data to MAUI clients for the securities held in their accounts. On a nightly basis, through a completely automated process developed in its entirety by Infovisa, pricing requests from clients are immediately accepted and... Read more »
Infovisa's two compliance service offerings, OFAC and FinCEN reporting, aid our clients in complying with federally mandated monitoring regulations in a completely automated manner. Secure data is transmitted from our clients to our data center where it is compared against a third party... Read more »
Infovisa offers a fully automated equity trading interface through our partnership with a third-party broker. This interface allows clients to execute trades electronically and have those trade orders filled in real-time, all of which is completely integrated within MAUI. Unlike our competitors,... Read more »
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