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 Regent Family Home in Summer Carnival

New York, July 25, 2012 – Innovest Systems, LLC, a financial technology firm specializing in trust accounting and wealth management solutions, recently hosted a summer carnival for children of New York City's Regent Family Home. The program, cosponsored by Volunteers of America, was held at Roberto Clemente State Park. Innovest staff and team members from the Regent Family Home celebrated the close of a successful school year. Staff and children of all ages enjoyed carnival games, arts and crafts, relay races, and a delicious barbecue.

Many children live in family shelters across New York City, and education remains one of the city's largest priorities for school-age children. With this in mind, Innovest's summer carnival celebrated the educational accomplishments of more than fifty children while giving everyone the opportunity to spend some time in the sun and fresh air. 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.

William Thomas, Innovest's chief executive officer, said, "Participating in the summer carnival gave the Innovest team an opportunity to celebrate the educational accomplishments of children whose dedication to learning might otherwise go uncelebrated. With many children living in shelters and often 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