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 Introduces PerformanceVue: Statement Integrated Performance Reporting

New York, October 18, 2012 – Innovest Systems is pleased to announce PerformanceVue, an innovative client reporting solution that integrates third-party investment performance metrics on trust account statements and other end-client reporting tools. Powered by GreenHill, PerformanceVue offers highly flexible, secure account-level performance reporting. With this integrated solution, Innovest Systems is pleased to offer a cost effective solution in one statement package, saving our clients time and money.

"Partnering with GreenHill allows Innovest to offer an integrated, streamlined solution to investment performance reporting," said John Sherman, Innovest's director of client solutions. "By leveraging GreenHill's expertise in investment performance measurement and using modern-era technology to facilitate integration, we are able to offer our clients an improved solution at a lower cost."

PerformanceVue's performance calculations conform to industry standards and can facilitate GIPS compliance. Additionally, clients can benefit from the presentation of performance data for multiple time periods including selected benchmarks. "We are thrilled to work with Innovest to create a robust end-client solution that offers our mutual customers added flexibility in performance reporting and statement delivery," said Lisa Warren, executive vice president of GreenHill. "Our team looks forward to working with Innovest to bring other innovative solutions to market."

About Innovest Systems

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

For More Information:

Media: Fraylie Nord