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.

Self Directed IRA Services, Inc. Enhances its Trust and Custody Capabilities with Innovest Systems

New York, August 30, 2011 – Self Directed IRA Services, Inc., a custodial and administrative services company that provides solutions for individual retirement plans, announced today that it has implemented InnoTrust, Innovest Systems' trust and wealth management platform. After a seamless conversion process, InnoTrust now provides SDIRA Services with a cost-effective and highly customizable solution to support the investment management, account administration and reporting needs of SDIRA Services' clients.

Innovest Systems' flagship product, InnoTrust, is a secure, integrated, real-time trust and wealth management technology platform provided in a highly flexible and scalable Software as a Service (SaaS) model. This browser-based open architecture system comprehensively addresses the needs of trust companies, banks, private banks, retirement plan administrators and others that need to control, account for, and report on assets held in trust, wealth management and custody accounts.

"After searching the marketplace, we chose InnoTrust because it addresses our needs with an innovative solution that is highly configurable and easily customizable to meet the fast-growing demands of the retirement servicing business," said Kelli Click, SDIRA Services' chief operating officer. "With InnoTrust, we can easily meet our clients' needs and be positioned to grow and change as new market opportunities arise. We have found Innovest to be highly responsive and look forward to working with a strategic partner that understands how to deliver efficient solutions and offers outstanding support."

"We are thrilled to be partnering with Self Directed IRA Services," said William Thomas, Innovest's chief executive officer. "Implementing InnoTrust will facilitate SDIRA Services' continued growth in the retirement planning industry, optimize its processing and offer its clients a thoroughly state-of-the-art experience."

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

About Self Directed IRA Services

Formed in 2008, Self Directed IRA Services, Inc. (SDISI) has quickly gained national presence as an IRA provider specializing in the custody of alternative and traditional assets in self-directed IRAs. As a subsidiary of Horizon bank based in Austin, Texas, SDISI serves clients nationwide, and it works with investment advisors, broker dealers, tax and real estate professionals and investment issuers. Additional information about SDISI may be found at

The firm's focus is to deliver exceptional service to clients, with attention to detail and dedication to the long-term needs of clients and the professionals with which it works. SDISI performs the duties of a custodian and does not provide investment advice or sell investments, nor offer any tax or legal advice.

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Media: Fraylie Nord