Innovest has been at the forefront of the convergence between the trust and asset management worlds. The InnoTrust ADVISOR solution has been deployed in a variety of configurations, always with the aim of creating a tightly integrated solution that meets the needs of the financial advisor and the more traditional trust provider.
Whether you are an advisor firm looking for the ability to offer trust accounting and reporting, or a trust company looking for advisor-like functionality, Innovest has a solution that will allow you to see all your customers’ assets together in one place, in real-time. And, not just see those assets but actually trade holdings, enter deposits and disbursements, rebalance portfolios, review investments and much more.
Request more information about InnoTrust ADVISOR
