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 Partners with Volunteers of America for Summer Picnic

New York, August 5, 2013 Innovest Systems, LLC, a financial technology firm specializing in trust accounting and wealth management solutions, recently hosted a summer picnic for children of New York City's Regent Family Home, a transitional residence focused on helping homeless families achieve independence and permanent housing. The program, cosponsored by Volunteers of America, was held at Roberto Clemente State Park. Staff and children of all ages enjoyed outdoor games such as basketball, kickball, hop scotch, and jumping rope.

Many children live in family shelters across New York City, and during the summer months when school is not in session, giving children a venue for fun and expression is of paramount importance. Through this event, members of the Innovest team had the opportunity to bring a sense of stability to the lives of children living in difficult circumstances. This is the third year in a row that Innovest has partnered with Volunteers of America, and the firm is excited to continue providing ongoing support for the organization's charitable contributions to the greater New York City area.

"Co-sponsoring the summer picnic with Volunteers of America for the Regent Family home gave Innovest an opportunity to spend a summer day laughing, having fun, playing games, and creating memories that will last a lifetime," said Maggie Ramos, Innovest Cares Day Coordinator. "It's important for children to partake in summer fun, celebrating a successful school year and preparing for another in the fall. It provides a sense of normalcy during difficult times."

For more information, please visit or call (212) 496-4207.

About Innovest Systems

Innovest Systems, LLC is a financial technology firm that provides technology-driven solutions to trust and wealth management companies. Innovest's flagship product, InnoTrust, delivers a secure, integrated, real-time system offered in a Software as a Service (SaaS) environment. Innovest's technology meets the needs of the world's largest global financial services firms, as well as smaller independent trust and wealth management companies. Innovest is headquartered in New York City. For more information about Innovest Systems, visit

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Media: Fraylie Nord