InnovestSystems, LLC: Transforming Technology into Competitive Advantage

With leading edge technology and financial solution products, Innovest Systems works hand in hand with its clients in the trust and wealth management market to deliver an end-to-end platform that allows clients to acquire new customers, invest assets effectively, manage trust and investment portfolios, and flexibly report results. Innovest’s continued investments in keeping their underlying technology infrastructure up-to-date has been the hallmark of their strategy. Unlike other platforms where major upgrades are required in order to take advantage of new features, Innovest’s clients do not have to undergo a conversion to take advantage of new technology or functional features due to the company’s unique technology infrastructure. The company has focused its energies to realize a highly scalable platform that allows them to serve a breadth of clients, ranging from boutique firms that have 200 customers to large enterprises that manage in excess of 600,000 domestic and global accounts.

“To keep our platform current with market changes, we have continued to invest in developing advanced functionalities that allow clients to be more competitive and to expand into new markets,” said Glenn Schmidt, CEO, Innovest. “We also deploy our technology tools to our clients, which allow them to independently build out custom user experiences and gain full access to their data.”

Innovest strives to integrate the latest and greatest technology available in the market with an eye towards addressing both business and compliance needs. The company delivers an advanced trust and wealth management solution with InnoTrust, a flexible and open SaaS platform that enables customers to take advantage of new market opportunities.