New York, November 9, 2009 – Innovest Systems, LLC, a leading provider of technology-driven solutions to trust and wealth management companies, announced today that its popular InnoVue product is now accessible via Apple Inc.'s iPhone. Using InnoVue, trust and wealth management clients and their customers can access account and portfolio information from Innovest's flagship offering, InnoTrust, anytime, anywhere. InnoTrust is a secure, integrated, realtime trust and wealth management technology platform.
Using the iPhone's web browser, account holders, financial advisors, and other interested parties can access secure, easy-to-understand portfolio information and drill down into greater levels of detail, including a portfolio overview, a detailed list of investments, tax lot information, cost basis, and a schedule of recent transaction activity. Charts and graphs are also available to present asset allocation percentages and relative market values.
"We are committed to providing our clients with convenient yet highly secure ways to access account and portfolio information," said William Thomas, Innovest's chief executive officer. "By making this information accessible via the iPhone, we afford trust and wealth management firms using our InnoTrust product the opportunity to serve their customers wherever and whenever those customers choose."
About Innovest Systems
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 www.innovestsystems.com.
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Media: Fraylie Nord