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 Makes InnoVue Accessible via iPhone

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

For More Information:

Media: Fraylie Nord