New York, NY, November 25, 2013 – Innovest, a provider of next-generation technology platforms for forward-thinking trust, wealth management, and retirement professionals, has announced the launch of its Innovest Trust and Wealth Management Systems (TWMS) Mobile App. The app is a fully scalable mobile platform for client account data on the go. It is a full-featured and secure answer to the growing mobile needs of financial institutions, designed to give industry professionals the tools they need to access data and initiate transactions while visiting clients in person.
The Innovest TWMS Mobile App includes features such as statement and performance reporting, account holdings view, and transaction view. Users can also access trade posting, distribution posting, and consolidated account views in addition to account notes and upcoming scheduled events. Innovest plans to make its Innovest TWMS Mobile App available to current clients in the first quarter of 2014.
According to CEB TowerGroup Senior Research Director Peter Delano, "nearly 90% of surveyed wealth management executives place importance on developing a mobile technology solution in 2014, but half of respondents lack confidence in executing those initiatives."
Innovest's clients will be well positioned at the forefront of this developing technology. Gretchen Goode, vice president of marketing at Innovest said, "We are committed to providing innovative solutions for forward thinking financial professionals. The launch of Innovest TWMS Mobile App will give our clients a competitive advantage that will help them attract new business and better serve existing business."
Innovest is a leading provider of financial technology solutions delivered to forward thinking trust, wealth management, and retirement professionals. Innovest offers its clients a secure and integrated trust accounting and wealth management technology platform, payment solutions, and related fulfillment services delivered in a Software as a Service (SaaS) environment. 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 www.innovestsystems.com.
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Media: Fraylie Nord