InnoTrust: Premier Trust Accounting Platform for Financial Institutions

About InnoTrust

InnoTrust, the flagship product of Innovest Systems Solutions, stands out as a premier trust accounting platform that addresses the complex needs of trust companies, banks, and retirement plan administrators. The platform is designed with a user-centric approach, ensuring that both integration and navigation are seamless and intuitive.

One of the most impressive features of InnoTrust is its comprehensive accounting and tax reporting capabilities. The inclusion of full principal, income, and tax lot accounting services, along with automated generation of essential tax documents like 1099s and 5498s, significantly simplifies the reporting process for financial institutions. This level of automation not only enhances efficiency but also reduces the potential for human error, a critical factor in financial management.

The platform's robust fee calculation system is another highlight, offering flexibility with multiple fee schedules and tiers. This adaptability is crucial for organizations that manage diverse portfolios and need to tailor their billing processes to meet varying client needs.

InnoTrust also excels in portfolio management, providing a full suite of tools that include rebalancing, trade order management, and integrated performance reporting. The built-in computation features, such as Required Minimum Distribution calculations, ensure that users have access to vital financial data at their fingertips, enabling informed decision-making.

Moreover, the state-of-the-art charitable functionality is a standout aspect of InnoTrust, supporting various charitable investment vehicles. This feature is particularly beneficial for organizations focused on philanthropy, allowing them to manage charitable contributions effectively.

The platform's multi-currency compatibility is a forward-thinking feature that positions InnoTrust as a solution ready to adapt to the global economy's evolving demands. This capability ensures that users can manage assets across different currencies without the hassle of complex conversions.

InnoTrust by Innovest Systems Solutions is a comprehensive, user-friendly platform that meets the diverse needs of trust accounting and asset management. Its robust features, combined with a commitment to seamless integration and customization, make it an invaluable tool for financial institutions looking to enhance their operational efficiency and client service. For anyone in the industry, InnoTrust is undoubtedly worth considering.

Trust Accounting Features

• Asset Gain & Loss Reporting
• Fee Calculation & Posting
• Tax Management