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Description
Innovest's premier offering, InnoTrust, revolutionizes the way trust companies, banks, private banks, retirement plan administrators, and other entities manage their accounting and reporting obligations for assets in trust, wealth, and retirement accounts. Our service is designed with web services and API capabilities, ensuring effortless integration with third-party software and internal programs, while providing user-friendly navigation for easy access to customer data. InnoTrust boasts an extensive array of portfolio management features, such as rebalancing, trade blotters, trade order management, and comprehensive performance reporting. Additionally, we deliver full principal, income, and tax lot accounting services, complete with cost basis tracking and a robust Tax Reporting feature that generates crucial documents like 1099s, 5498s, and tax worksheets automatically. Our platform also includes tools for exception tracking, customizable question and answer segments, and follow-up tickler tracking to streamline user operations and enhance efficiency. Ultimately, InnoTrust empowers financial institutions to maintain control and transparency over their trust and retirement account management processes.
Description
Nota is a free, cloud-based solution tailored specifically for attorneys operating solo or in small law firms, designed with valuable insights from legal professionals. It features comprehensive tools such as three-way reconciliation, check printing capabilities, and seamless integration with practice management, accounting, and payment systems, all aimed at enhancing your operational efficiency. Nota provides transparent pricing alongside dedicated support from bankers who understand the unique needs of attorneys. You can easily categorize and monitor income and expenses, including payroll, rent, court fees, and client payments, ensuring meticulous financial oversight. Every transaction in your checking account can be assigned to specific categories and tracked with precision. Gone are the days of cumbersome spreadsheets or ledgers for client balance tracking. Every transaction in your IOLTA account can be directly linked to a client matter, allowing real-time reconciliation down to the cent. Utilize Nota’s three-way reconciliation report to streamline this essential process. Additionally, the convenience of printing checks directly from your IOLTA account to your home or office printer adds to the platform's user-friendly features. With Nota, managing your law firm's finances has never been more efficient or straightforward.
API Access
Has API
API Access
Has API
Integrations
Clio
LawPay
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Innovest Systems
Founded
2000
Country
United States
Website
www.innovestsystems.com/innotrust/
Vendor Details
Company Name
Nota
Country
United States
Website
www.trustnota.com
Product Features
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management
Product Features
Business Bank Accounts
Bank Wires
Bill Pay
Billing & Invoicing
Business Credit Cards
Checking Account
Checks
Expense Management
Instant Payouts
No Fee Payments
Rewards
Savings Account
Spend Management
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management