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.

Innovest Announces Innovest CRM Powered by Microsoft Dynamics

New York, NY, August 13, 2014 – Innovest today announced the launch of Innovest CRM, a customer relationship management business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud. Through integration with Innovest's flagship offering, InnoTrust, Innovest CRM supports viewing account data, transactions and positions, posting distributions, and maintaining contact records. Information is seamlessly transferred between InnoTrust and Microsoft Dynamics as account managers work to acquire and manage a healthy, dedicated client base.

Customer relationship management (CRM) helps reduce costs and increases profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service disciplines. Innovest CRM delivers ROI through marketing automation, customer service, and integration with InnoTrust. Firms are empowered to turn prospects into clients, transferring information from Innovest CRM into the InnoTrust platform, maintaining tight integration throughout the conversion process.

"Wealth management firms have placed CRM upgrades high on their priority list, as 37 percent of respondents in a recent CEB survey expect to make CRM changes by 2018," noted CEB TowerGroup senior director Peter Delano. "Arming financial advisors with current and accurate client data helps increase advisor productivity and build stronger client relationships."

"We're very excited to launch Innovest CRM, furthering our commitment to providing tools that help our clients acquire new business and manage existing customer relationships," said William Thomas, Innovest's chief executive officer. "Innovest CRM is an intuitive and robust management tool that helps firms provide service to clients, streamline operations, and surpass business goals."

About Innovest

Innovest is a leading provider of financial technology solutions delivered to forward thinking trust, wealth management, and retirement professionals. Innovest's solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers. Innovest has over $425 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. For more information about Innovest, visit

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Media: Fraylie Nord