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 Partners with Volunteers of America to Provide Veteran Readjustment Assistance

Sacramento, CA, May 5, 2014 – In partnership with Volunteers of America, Innovest staff in its Sacramento office participated in the west coast office's first annual Innovest Cares Day by helping returning veterans readjust to life at home. Innovest staff worked to create welcome gift packages filled with home goods such as cleaners, toiletries, kitchen items, and other supplies that a tight budget does not always afford.

Readjusting to everyday life after experiencing the demands of military service is no easy task, and Volunteers of America is doing its part to alleviate some of the stress and challenges of the return home. Innovest is committed to serving its community, much of which is built on the dedication and service of America's veterans. This is the fourth event that Innovest has hosted in partnership with Volunteers of America, continuing its support for the organization's charitable endeavors in local communities.

"For some Veterans, the effects of war leave a permanent mark which becomes almost insurmountablein their everyday life," said Missy McVittie, coordinator of Innovest Cares Day, Sacramento. "Through various programs, Volunteers of America offers the guidance and support these veterans need – and deserve. I am proud to be part of an organization which realizes and promotes the ethos that it is not only our occasion to help support the community we live in but our duty."

"The new household items are more than a nice touch to welcome a family to their new housing," said Rachele Burton of Volunteers of America. "Many times our veteran's families have been living with friends, extended family, in a motel or sometimes in their car before entering Volunteers of America's program. To enter their new home with even just a few basics can be a relief to an overwhelmed family. This small token of love can make a big difference."

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About Innovest

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

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Media: Fraylie Nord