Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Our powerful and versatile core system is designed to manage all essential trust and fund accounting functions with ease. Alongside this, we provide an extensive array of add-on modules that enhance functionality to adapt to your evolving business needs as you expand. We advocate for a pay-per-module approach, ensuring you only invest in what you truly require. As your business evolves, the option to incorporate additional modules allows you to optimize your operations seamlessly. Furthermore, empower your clients with easy online access to their accounts through a user-friendly, browser-based client portal, ensuring they can connect whenever and wherever they need. TNET Lite BackOffice is tailored for small businesses, startups, and new ventures, delivering a solid core system that aligns perfectly with your specific needs and aspirations. With this solution, you can confidently navigate the complexities of accounting while focusing on growth.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
HWA International
Founded
1977
Country
United States
Website
www.hwainternational.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
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