InnoTrust 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.

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Integrations

API:
Yes, InnoTrust has an API
No Integrations at this time

Reviews

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Company Details

Company:
Innovest Systems
Year Founded:
2000
Headquarters:
United States
Website:
www.innovestsystems.com/innotrust/

Media

InnoTrust Screenshot 1
InnoTrust Screenshot 1 InnoTrust Screenshot 2 InnoTrust Screenshot 3
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Product Details

Platforms
Web-Based
Types of Training
In Person
Customer Support
Business Hours
Online Support

InnoTrust Features and Options

Trust Accounting Software

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

InnoTrust User Reviews

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