Innovest provides fulfillment services for over 10,000,000 documents annually.

Every year, Innovest processes over 6,000,000 payments.

Innovest has converted clients off virtually every legacy trust platform--Charlotte, AddVantage, Global Plus, FIS Metavante, SEI--and most of the smaller providers, as well. Any Innovest client will tell you how much better life is on a modern-era platform.

Like the U.S. Supreme Court, Innovest leverages the expertise and resources of CenturyLink Technology Solutions, a recognized leader in hosting. Innovest relies on CenturyLink Technology Solutions to deliver its state-of-the-art Software as a Service solution.

InnoVue, used by Innovest's clients to provide end-customers with account information such as holdings, recent activity, statements and investment performance, can be accessed by PC, Mac, iPhone, iPad, Kindle, Android phones and tablets, and all major web browsers.

FinTech, a wholly owned subsidiary of Innovest, executed over 93 million equity shares last year.

All of Innovest's customer support and information technology staff are based in the US.

When implementing new clients, Innovest converts history from legacy systems and makes it "live and searchable" allowing clients to embrace their future without losing their past.


Market value of all assets administered on InnoTrust's platform, making it one of the largest trust and wealth management systems.

ASI ExpressTax Solution to Alleviate Challenges with 5498 Printing and Mailing

ASI customers able to simplify tax printing process with a simple 3-step, web-based solution

Sacramento, CA, January 31, 2013 – Administrative Systems Inc (ASI), the leading provider of retirement plan benefit disbursements, tax reporting, document printing and other related services, announced the general availability of ExpressTax, a print and mail service that streamlines tax form processing.

According to Robert Hickman, ASI's President and CEO, "We have received tremendous response from our customers who are using ExpressTax. Not only have they been able to reduce the time they need to churn out tax documents, they are getting much fewer errors as well. With the May 31 deadline for Tax Form 5498 mailing coming up, this solution will help banks, trusts and other financial entities meet that deadline very easily and cost-effectively."

ExpressTax utilizes a web-based solution that allows users to apply 3 simple steps to manage their Tax Form 5498 processing. With ExpressTax, ASI customers are able to:

  • Reduce risk and errors - ExpressTax ensures their tax forms are processed correctly and in a secure, controlled environment as ASI is SSAE 16 audited
  • Save time - the 3 simple steps means quick turnaround which in turn gives them the ability to validate and review information with their clients
  • Save money - do away with additional tax processing resources
  • Enhance their customer service - get access to forms online and be able to service their clients directly

ExpressTax supports not only 5498 form variations but other standard IRS 1220 format and types including 1099, 1042, 1098 and W2. This allows users to leverage a single comprehensive solution for their tax form printing and mailing needs. To learn more about ExpressTax visit

About ASI

For nearly 40 years, Administrative Systems Inc (ASI) has been the leading provider of retirement plan benefit disbursements, tax reporting, document printing and other related services for some of the nation's largest banks, trusts and pension funds. ASI's solutions feature superior functionality, cost efficiency and unrivaled customer service. For more information visit