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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
TimeSolv is a web-based time tracking software that allows legal professionals to accurately bill their time. TimeSolv is an intuitive and easy-to-use platform that provides a variety of features to assist legal professionals in increasing their efficiency and profits. These include document management, time tracking, invoicing, reporting and expense tracking.
API Access
Has API
Yes
API Access
Has API
No
Integrations
8am CPACharge
No
8am LawPay
No
Ace Cloud Hosting
No
Dropbox
No
MYOB
No
Microsoft 365
No
NetDocuments
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Xero
No
Integrations
8am CPACharge
Yes
8am LawPay
Yes
Ace Cloud Hosting
Yes
Dropbox
Yes
MYOB
Yes
Microsoft 365
Yes
NetDocuments
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Xero
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$32.00/month/user
TimeSolv Legal
User Count 1-4: $53 per user/month/per year
User Count 5-14: $50 per user/month/per year
User Count 15+: $50 per user/month/per year
TimeSolv Pro
User Count 1-9: $38 per user/month/per year
User Count 10-24: $33 per user/month/per year
User Count 25+: $32 per user/month/per year
User Count 1-4: $53 per user/month/per year
User Count 5-14: $50 per user/month/per year
User Count 15+: $50 per user/month/per year
TimeSolv Pro
User Count 1-9: $38 per user/month/per year
User Count 10-24: $33 per user/month/per year
User Count 25+: $32 per user/month/per year
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
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
Yes
Vendor Details
Company Name
Innovest Systems
Founded
2000
Country
United States
Website
www.innovestsystems.com/innotrust/
Vendor Details
Company Name
ProfitSolv
Founded
2020
Country
United States
Website
www.timesolv.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
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
No
Multi-Currency
No
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
No
Budgeting
"What If" Scenarios
No
Asset Planning
No
Balance Sheet
No
Capital Asset Planning
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Project Budgeting
Yes
Run Rate Tracking
No
Version Control
No
Document Management
Access Controls
No
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
Yes
Legal Billing
Accounting Management
Yes
Automatic Billing
Yes
Calendar Management
Yes
Case Management
No
Client Portal
Yes
Document Management
Yes
Expense Tracking
Yes
Time Tracking
Yes
Legal Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration
Yes
Contract Management
No
Document Assembly
Yes
Document Indexing
No
Document Tagging
Yes
Full Text Search
No
Version Control
Yes
Time and Expense
Activity Tracking
Yes
Billable Hours Tracking
Yes
Billing Rate Management
Yes
Expense Tracking
Yes
Invoice Processing
Yes
Multiple Billing Rates
Yes
Project Tracking
Yes
Reimbursement Management
Yes
Time Tracking by Client
Yes
Time Tracking by Project
Yes
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
No
Expense Tracking
Yes
Mobile Time Tracking
Yes
Multiple Billing Rates
Yes
Offline Time Tracking
Yes
Online Time Tracking
Yes
Overtime Calculation
Yes
Time per Project Reporting
No
Timesheet Management
No
Vacation / Leave Tracking
Yes
Trust Accounting
Accrual Accounting
No
Activity Tracking
Yes
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
Yes
Fee Calculation & Posting
Yes
Receipt Management
Yes
Tax Management
Yes
