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 Teams with Volunteers of America and Hasbro Children's Fund in Charity Event

New York, September 15, 2011 – Innovest Systems, LLC, a financial technology firm specializing in trust accounting and wealth management solutions, today announced that it is proud to have participated in Birthday Wishes, a program co-sponsored by Volunteers of America and Hasbro Children's Fund. Innovest helped create a birthday celebration for children and their families at the Regent Family Residence in New York. With many children living in family shelters across New York City, childhood celebrations that most people take for granted are often overlooked or unrecognized. Through Birthday Wishes, members of the Innovest team helped bring a sense of stability to the lives of children living in difficult circumstances. Innovest staff decorated birthday crowns, painted faces and coordinated an afternoon of games and activities.

William Thomas, Innovest's chief executive officer, said, "Participating in Birthday Wishes gave the Innovest team an opportunity to help create a celebration that every child deserves.With many children living in shelters and apart from their immediate families, building positive memories helps cultivate an important sense of community. Innovest was thrilled to be a part of this project."

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, is designed to deliver a secure, integrated, real-time system offered in a Software as a Service (SaaS) environment. Innovest's technology is designed to meet 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