InnoTrust Reviews

InnoTrust Description

Innovest's flagship product InnoTrust is a significantly better way to support the accounting needs of trust companies and banks, private banks and retirement plan administrators. It also provides a better way to report on assets held in retirement accounts, trust, wealth and trust accounts. Our web services/API-enabled platform allows seamless integration with third-party software as well as internal programs. The user-friendly navigation also makes it easy to access customer data. We offer a complete suite of portfolio management tools, including trade blotters, trade orders management, and integrated reporting. Full principal, income, tax lot accounting services are available, as well as cost basis tracking and a Tax Reporting function that includes system-generated 1099s and 5498s. Track exceptions, configureable questions and answers, and follow up tickler tracking.