Founded in 1998, InvesTrust prides itself on delivering clients with high-touch service and expertise while managing, preserving, and growing their wealth. Serving the Oklahoma City community, InvesTrust provides clients with peace of mind. Known for protecting client wealth with steadfast professionalism, InvesTrust develops trust through an independent planning process driving long-term client loyalty.
Empowering Growth
InvesTrust relies on efficient and highly productive back-office processes and infrastructure as part of that service commitment. “For over 20 years, we’ve been a strong supporter of the SS&C Innovest platform for the key operational aspects of trust accounting, reporting, and trading, as well as serving as a custodian for our third-party money managers,” noted Mark Williams, President, CEO and CIO of InvesTrust Wealth Management. “Particularly now that Innovest is part of SS&C, we know we have access to a full suite of technologies and service-support models designed to help us better manage and grow our business lines.”
Because InvesTrust has multiple business models and a small back-office team, Williams was in search of a managed services offering that could leverage their resources while providing a comprehensive wealth management platform at the same time. “We started with running SS&C Innovest on our servers; however, we knew that we needed to move to the Cloud, which has paid off in many ways.”
Steve Replogle, Director of Trust Services, appreciates the high level of service that SS&C Innovest provides via the Managed Services team. “They’ve always been very responsive to our needs, and we’ve been extremely pleased with the results,” he notes. Williams agrees. “They’ve been a tremendous help to us, expanding their service offering as we’ve gone through the implementation process.”
Looking Ahead
In addition, the InvesTrust team is excited about the recent implementation of the SS&C Black Diamond Wealth Platform, which enhances their reporting and trading processes while providing a user-friendly client portal. “Clients like the look and feel of the Black Diamond reports, and our ability to publish them directly in their client portal saves us time and costs in not having to mail them physically. They have daily access through the Black Diamond portal and can see in real-time how we manage their assets and performance, which is a fantastic service level to provide.”
Moving forward, Williams and the team at InvesTrust are actively examining what role technology will play in the evolution of the wealth management industry. “We are interested in what new technologies, such as AI, will have on the business, with a focus on how regulators will view these new capabilities.” In the meantime, Williams agrees that having strong technology partners, such as SS&C, will be critical to the success of InvesTrust in the future.
SS&C Innovest’s forward-thinking technology solutions and managed services are the choice of many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and Philanthropic organizations. To learn more about how the SS&C Innovest can support your unique business needs, call (800) 727-0605 or email info@advent.com.
