Product Brief

Innovest Trust Solutions

Technology & scalability to drive trust accounting, philanthropy & self-directed IRA platforms.

Intuitive, rules-driven workflows enabling your teams to deliver timely, responsive, accurate support to your most important asset – your customers.

InnoTrust pioneered the concept of real-time, cloud-based technology in Trust Accounting and Wealth Management over 20 years ago. That innovative spirit still runs strong, as evidenced by the largest working library of Web API’s available today and our Unique Development Methodology that you are prepared for the future.

However your business is growing, InnoTrust fosters that growth – whether you are adding your Customer Number 1,000,000, or passing $50 billion in Assets Under Management.

Wherever your teams are that are serving your customers – corporate headquarters, branch offices around the country, remote locations, or working from offices at home, InnoTrust features highly secure, responsive and highly customizable access and reporting that is unsurpassed.

In the most challenging and competitive environment in history, you need a significant advantage over your competition to attract, service, and retain your customers. Learn why InnoTrust IS that advantage.