Envision the Future
Every day, you ask your clients to envision a better future. Then, you create a growth plan to help them get there. The plans you create are strong to support your clients' ambitions. But they're also flexible to prepare for inevitable change.
It's about time someone did the same for you.
Your technology is more than just your back office. It's the platform that supports your growth. If it's flexible, strong, open, and alive—you can take advantage of new opportunities. If it's brittle, closed off or aging—your growth will be that much more challenging.
Founded in 2000, Innovest brings modern-era technology to the under-served trust and wealth management industry struggling with legacy systems that don't meet the. Innovest empowers its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results.
The Innovest product suite ranges from wealth management and trust accounting to include custody, payments, trade execution, investment management, performance measurement, and other related solutions and services.
InnoTrust, our flagship trust and wealth management product, was built on a multi-currency, Software as a Service (SaaS) architecture.
In 2013, Innovest merged with Administrative Systems, Inc. (ASI). With more than 40 years in the payments industry, ASI brings to Innovest a deep and focused expertise in the needs of the retirement and benefit payments market.
FinTech Securities Trading
In 2014, Innovest acquired FinTech Securities. FinTech is a wholly owned subsidiary of Innovest offering equity, fixed income, and options trading solutions to trust companies and advisors.
Innovest's philosophy for flexible and personalized experiences extends beyond feature-rich technology. In addition to various quality integration and customizable offerings on our technology platform, we also offer outsourcing and consulting services to help meet each client's specific needs.
Alternative & Unique Assets
In 2017, Innovest acquired PetroData Systems, Inc. (PDS). PDS has been in business for over 30 years and operates several divisions including operational outsourcing, consulting services, and tax services for a range of institution types including Ultra High Net Worth, Family Office, and International Banks.
Innovest expects continued growth in the alternative and unique asset market, which PWC indicates to grow from $10 trillion to $18 trillion by 2020. The Unique Asset Division specializes in unique and hard-to-value assets, namely real estate, closely held companies, oil amp; gas, farm & ranch, notes and mortgages.
Innovest believes calculated flexibility is a key component in producing best measures for clients and all stakeholders alike. Our strategic relationships extend beyond our technology to meet demands specific to trust management and top-tier client service. Empowering clients to acquire, invest, manage, and report efficiently, accurately, and successfully is a value proposition taken firmly.
Innovest strategic relationships with skillful industry talent enables a solid foundation for growth by mitigating risk and driving down cost. Our clients have the choice to outsource back-office trust operations, so clients and account administrators can stay focus on the core business.
Something for Everyone
At Innovest, we are committed to delivering leading edge financial technology and managed services that grow alongside your organization. Think back to how much your business has changed over the course of the past decade. Can you say the same for the technology and services that support you?
Find out how Innovest can work for you.
- Financial Planning
- Investment Policy Statement Generation
- Client On-boarding
- Trading & Rebalancing
- Access to 3rd Party Asset Managers
- Proprietary & 3rd Party Models
- Execution Services
- Portfolio Accounting
- Trust Accounting
- Securities Processing
- Payments Processing
- Performance Reporting
- Tax Reporting