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 Systems Allies with Administrative Systems Inc. to Provide Online Access to Tax Forms

New York, December 10, 2012 – Innovest Systems, LLC, a financial technology firm specializing in trust accounting and wealth management solutions, today announced that it will offer its clients online access to tax forms on InnoVue, Innovest's end-client web portal, through a partnership with Administrative Systems Inc (“ASI”).

Innovest clients will save money and benefit from an improved client experience by leveraging this new functionality. Making tax forms available online to clients, banks, wealth management firms, trust companies, and other financial institutions can reduce or eliminate the expense of paper forms, postage and handling and do the environment a favor by “going green.” Additionally, clients will appreciate the ease and convenience of easily accessible, always available, online tax forms.

“We're excited to partner with Innovest to deliver online tax form capabilities to our mutual clients,” said Robert Hickman, ASI's President/CEO. “As both firms use state-of-the-art technology, we are well-positioned to offer innovative solutions such as this to the trust and wealth management marketplace.”

The InnoVue platform has long allowed Innovest's clients' customers to review investments, place trades, view account statements. Adding access to tax forms to InnoVue further automates and enhances Innovest's clients' ability to improve their customers' experience.

“By offering clients the ability to access critical forms from within the InnoVue platform, Innovest is continuing its tradition of innovative product development and world-class client service,” said Dwight Groenevelt, vice president of product development. “Leveraging ASI's flexibility and ease of integration, Innovest is thrilled to offer a client-friendly solution.”

About Innovest Systems

Innovest Systems, LLC is a financial technology firm that provides technology-driven solutions to trust and wealth management companies. Innovest's flagship product, InnoTrust, delivers a secure, integrated, real-time system offered in a Software as a Service (SaaS) environment. Innovest's technology is designed to meet the needs of the world's largest global financial services firms, as well as smaller independent trust and wealth management companies. Innovest is headquartered in New York City. For more information about Innovest Systems, visit

Html->media_contact('Fraylie Nord'); ?>
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 information visit

Html->media_contact('Jim Peterson'); ?>