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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
PayProp is an automated platform for real estate agents. It is simpler and more powerful than traditional software vendors and banks. PayProp was born in 2004 out of frustration with the fragmentation, lack of trust and complexity of payments in the residential rental sector. We built on GivenGain's platform to create a solution that automatically collects rent payments from tenants and seamlessly pays agents' commissions, property owners, third parties, and other property owners directly into their bank accounts. PayProp eliminates inefficiencies and lowers administrative costs per transaction. It also applies leading technologies to automate entire processes. PayProp's advanced technology allows property managers to collect and reconcile all payments.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Mailchimp
No
Property Inspect
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Innovest Systems
Founded
2000
Country
United States
Website
www.innovestsystems.com/innotrust/
Vendor Details
Company Name
Humanstate
Founded
2004
Country
United Kingdom
Website
www.payprop.com
Product Features
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
Yes
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
Yes
Receipt Management
No
Tax Management
Yes
Product Features
Lease Management
Billing & Invoicing
Yes
Commercial Leases
No
Contact Management
Yes
Landlord Database
Yes
Lease Classification
Yes
Portfolio Management
Yes
Property Management
Yes
Residential Leases
Yes
Retail Leases
No
Sublease Management
Yes
Tenant Database
Yes
Real Estate Property Management
Billing & Invoicing
Yes
Commercial Properties
No
Contact Management
Yes
Credit Check
No
Expense Management
Yes
Insurance Management
No
Landlord Database
Yes
Late Fee Calculation
Yes
Lease Management
Yes
Maintenance Management
Yes
Owner Portal
Yes
Payment Processing
Yes
Portfolio Management
Yes
Rent Tracking
Yes
Residential Properties
Yes
Tax Management
No
Tenant Database
Yes
Tenant Portal
Yes
Vacancy Tracking
Yes
Website Management
No
Real Estate Transaction Management
Accounting
No
Appointment Scheduling
No
CRM
No
Commission Management
No
Contract Management
No
Critical Date Alerts
No
Document Templates
No
Electronic Signature
No
File Sharing
No
Task Management
No
Transaction Review
No
Rental Property Management
Credit Check
No
Expense Management
Yes
Online Payments
Yes
Owner Portal
Yes
Tax Management
No
Tenant Management
Yes
Tenant Portal
Yes
Tenant Screening
No
Vacancy Tracking
Yes
Website Management
No
Trust Accounting
Accrual Accounting
No
Activity Tracking
Yes
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
Yes
Cross Ledger Posting
No
Customer Statements
Yes
Fee Calculation & Posting
No
Receipt Management
Yes
Tax Management
No
