Innovest provides fulfillment services for over 10,000,000 documents annually.

Every year, Innovest processes over 6,000,000 payments.

Innovest has converted clients off virtually every legacy trust platform--Charlotte, AddVantage, Global Plus, FIS Metavante, SEI--and most of the smaller providers, as well. Any Innovest client will tell you how much better life is on a modern-era platform.

Like the U.S. Supreme Court, Innovest leverages the expertise and resources of CenturyLink Technology Solutions, a recognized leader in hosting. Innovest relies on CenturyLink Technology Solutions to deliver its state-of-the-art Software as a Service solution.

InnoVue, used by Innovest's clients to provide end-customers with account information such as holdings, recent activity, statements and investment performance, can be accessed by PC, Mac, iPhone, iPad, Kindle, Android phones and tablets, and all major web browsers.

FinTech, a wholly owned subsidiary of Innovest, executed over 93 million equity shares last year.

All of Innovest's customer support and information technology staff are based in the US.

When implementing new clients, Innovest converts history from legacy systems and makes it "live and searchable" allowing clients to embrace their future without losing their past.


Market value of all assets administered on InnoTrust's platform, making it one of the largest trust and wealth management systems.

Upcoming Industry Conferences

ABA Wealth Management and Trust Conference
February 25 – February 27, 2018 | Omni Orlando Resort at ChampionsGate | Orlando, FL | Learn More
27th Annual - Trust Advisor Forum
February 25 – February 28, 2018 | Pinehurst Resort and Spa | Pinehurst, NC | Learn More
RITA - Spotlighting Self-Directed IRAs
March 26 – March 28, 2018 | Willard Hotel | Washington, DC | Learn More
Texas Bankers Association - Wealth and Trust Conference
March 27 – March 29, 2018 | The Westin Stonebriar Hotel and Golf Club | Frisco, TX | Learn More
FIRMA - National Risk Management Training Conference
April 22 – April 26, 2018 | Loews Coronado Bay Resort | San Diego, CA | Learn More
North Dakota Bankers Association - Tri-State Trust Conference
April 30 – May 2, 2018 | Hilton Garden Inn | Fargo, ND | Learn More
MOKAN Trust and Financial Services Conference
May 2 – May 4, 2018 | Sheraton Overland Park Hotel at the Convention Center | Overland Park, KS | Learn More
Innovest Systems Conference
May 22 – May 24, 2018 | Hyatt Regency Lake Tahoe Resort | Incline Village, NV