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 Names Todd Graber Chief Financial Officer

New York, October 22, 2012 – Todd Graber has joined Innovest Systems, LLC, a financial technology firm specializing in trust accounting and wealth management solutions, as its chief financial officer. Bringing close to twenty years of experience working in the financial and technology sectors, Todd will be responsible for Innovest's accounting and financial operations while implementing overall strategic plans aimed at continuing Innovest's rapid growth.

Before joining Innovest, Todd held executive level finance positions at OTC Markets Group, Inc., Quadriserv, and LaBranche and Co. and worked at Lehman Brothers, and Arthur Andersen. Todd graduated from the University of Michigan and is a certified public accountant.

"I am thrilled to join the Innovest team," said Todd. "Innovest has a strong track record of growth—as evidenced by its recent recognition by Inc. magazine as one of America's fastest growing private companies. Clients place a great deal of trust in Innovest when choosing the firm to provide their core accounting platform. I'm pleased to join a team that takes that responsibility so seriously."

"Todd is a powerful addition to the Innovest team," said William Thomas, Innovest's chief executive officer. "I look forward to bringing Todd's considerable experience and expertise to bear as Innovest continues to set the pace for expanding what's possible in the trust and wealth management technology space."

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

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Media: Fraylie Nord