InnoTrust is a secure, integrated, real-time trust accounting and reporting system provided in a highly flexible and scalable Application Service Provider environment. It's everything you expect in a full-featured trust accounting system, and a great deal more.
InnoTrust has integrated wealth management features that allow the user to view an account's (or group of accounts') asset allocation, and sector and industry weightings, enter proposed orders and see online that impact of those orders on the client's portfolio. Upon approval, the proposed orders can be released for execution. And, if you're just trying to maintain current allocation, InnoTrust automatically rebalances portfolios according to your predetermined account models.
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