Innovest solutions in detail
Integrated real-time trust accounting and reporting system
InnoTrust is a secure, integrated, real-time trust accounting and reporting system provided in a highly flexible and scalable Application Service Provider environment. It's everything you expect in a full-featured trust accounting system, and a great deal more.
InnoTrust has integrated wealth management features that allow the user to view an account's (or group of accounts') asset allocation, and sector and industry weightings, enter proposed orders and see online that impact of those orders on the client's portfolio. Upon approval, the proposed orders can be released for execution. And, if you're just trying to maintain current allocation, InnoTrust automatically rebalances portfolios according to your predetermined account models.
True multi-currency accounting and reporting
Finally, an alternative for true multi-currency accounting and reporting! Built on the same industrial strength platform and with all the flexibility inherent in our unique design, InnoTrust GLOBAL offers a feature-rich, true multi-currency accounting and reporting system.
Because InnoTrust GLOBAL uses the same technology platform, the same database structure, and the same user-friendly interface as our single currency offering, InnoTrust, Innovest offers its clients the comfort of knowing that they always have the option of a conversion-free migration to a multi-currency platform should the need arise in the future. With Innovest, you have the best of both worlds; you don't pay for a multi-currency system if you don't need it, and you don't limit your strategic options by getting locked into a single currency solution.
Real-time trust and wealth management integration
serving advisors and trust providers from a single platform
Innovest has been at the forefront of the convergence between the trust and asset management worlds. The InnoTrust ADVISOR solution has been deployed in a variety of configurations, always with the aim of creating a tightly integrated solution that meets the needs of the financial advisor and the more traditional trust provider.
Whether you are an advisor firm looking for the ability to offer trust accounting and reporting, or a trust company looking for advisor-like functionality, Innovest has a solution that will allow you to see all your customers' assets together in one place, in real-time. And, not just see those assets but actually trade holdings, enter deposits and disbursements, rebalance portfolios, review investments and much more.
Access account information anywhere and anytime
InnoVue allows you or clients to access account information anytime, anywhere. Using a standard web browser, users can access real-time easy-to-understand portfolio information at both summary and detail level. The feature rich functionality includes role based as-of-date client access to portfolio positions, tax lots, and transaction activity on both a trade date and settlement date basis. The intuitive user interface provides the ability to offer a sleek and modern solution for inquires, e-statement delivery – and for your more sophisticated clients – straight-through trade order origination and execution.