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.

>$500,000,
000,000

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

Innovest Recognized Among 20 Most Promising Banking Technology Solution Providers 2016 by CIOReview

Innovest, a leading provider of modern-era solutions to banks, trust companies and other financial institutions, joins an elite number of companies that have earned a spot on 20 Most Promising Banking Technology Solution Providers 2016 by CIOReview. This marks the second year in a row that Innovest has been recognized by CIOReview.

The list of 20 Most Promising Banking Technology Solution Providers 2016 was created with the input of well-respected industry experts. The positioning is based on an evaluation of Innovest’s specialties in wealth management, payment solutions, securities operations, trust accounting, and information systems. Innovest’s products and services empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers.

“I congratulate Innovest on being recognized with the much coveted title and being a recipient of 20 Most Promising Banking Technology Solution Providers 2016”, said Jeevan George, Managing Editor, CIOReview. “We are glad to showcase Innovest Systems this year due to its continuing excellence in delivering top-notch technology driven solutions. “

Innovest earned this recognition through continued development of technology tools that empower financial professionals to better serve their customers. In the past year, Innovest has further expanded its library of web service API calls. These calls allow clients to access data in real-time which can be used for reporting and integration with other systems. Innovest has also continued development on compliance tools such as Reg-9 account review functionality which allows clients to create their own account reviews, perform and store reviews online, and track the necessary follow ups. Innovest’s future development plans include an update to its online customer portal, InnoVue, which will improve customer experience and usability.

About CIOReview

Published from Fremont, California, CIOReview is a print magazine that explores and understands the plethora of ways adopted by firms to execute the smooth functioning of their businesses. A distinguished panel comprising of CEOs, CIOs, IT VPs including CIOReview editorial board finalized the “20 Most Promising Banking Technology Solution Providers 2016” in the U.S. and shortlisted the best vendors and consultants. For more info: http://www.cioreview.com/

About Innovest Systems

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. Innovest's wholly owned subsidiary, FinTech Securities, executes over 69 million equity shares annually. For more information about Innovest, visit www.innovestsystems.com.

For More Information:

Media: Lindsay Bisson

lbisson@innovestsystems.com