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 Delivers Portfolio Access Via InnoVue for iPad

NEW YORK, NOVEMBER 9, 2011 – Innovest Systems, LLC, a financial technology firm specializing in trust accounting and wealth management solutions, today announced that its popular end client product, InnoVue, is now accessible via iPad. InnoVue is a highly secure web based platform that provides clients and investment managers with access to real time portfolio information, online trading capability and multiple levels of holdings and transactional detail.

With the rising popularity of mobile computing, the days of personal home computers as a primary source of computing activity appear numbered. Designed with advances in mobile technology in mind, InnoVue functions seamlessly on the iPad. The menu navigation features and screen views, specifically designed to eliminate the need for horizontal scrolling, make InnoVue for iPad a fully functional end?client portal, adapted for mobile computing. InnoVue has been accessible via iPhone since 2009.

"Innovest has always been on the forefront of modern?era technology with our InnoTrust and InnoVue applications," said Dwight Groenevelt, Innovest's vice president of product management. "Extending our advanced solutions to mobile computing is an example of how Innovest's technology benefits reach beyond our immediate clients to those of our clients' customers. Whether being used by an account holder to place straight?through?trades from their living room or by investment advisors reviewing an account with their client at the kitchen table, InnoVue on the iPad offers the flexibility to be mobile."

"We are thrilled to offer our clients the ability to access portfolio information in the palm of their hand," said Kelli Click, chief operating officer of Self Directed IRA Services, Inc. "The InnoVue platform provides a fully functional and highly configurable solution on both traditional desktop browsers and mobile devices.



Innovest Systems is a financial technology firm that provides technology-driven solutions to trust and wealth management companies. With tens of trillions of dollars worth of assets transferring between generations over the next decades, Innovest's flagship product, InnoTrust, is designed to deliver a secure, integrated, real-time system offered in an Application Service Provider (ASP) environment. Innovest's technology is designed to meet the needs of smaller independent trust and wealth management companies, as well as the world's largest global financial services firms. Innovest is headquartered in New York City. For more information about Innovest Systems, visit


Media: Andy Knox