With extensive experience in trust, wealth management, securities operations, and information systems, the Innovest staff and management team deliver innovative solutions to your asset management challenges. We partner with our clients to understand their businesses and their needs in the highly competitive landscape of today's financial services industry.Innovest has over $500 billion in assets under administration on its trust and wealth management platform, processes more than 4 million payments annually and provides fulfillment services for more than 10 million documents including checks, advices, and tax forms each year. Innovest's wholly owned subsidiary, FinTech Securities, executes over 69 million equity shares annually. Innovest empowers its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results.For more information, visit us at www.innovestsystems.com.

Wealth Management Trust Accounting Technology SaaS Global Multi-Currency Web Services Financial Systems n-Tier Open Architecture RIA Solutions Custody Portfolio Management Software Compliance Tax Trade Order Management Self Directed Rebalancing Unique and Hard-to-Value Assets B2B Financial Advisory Services Financial Services