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What is InnoTrust?

Innovest's flagship solution, InnoTrust, transforms the operational landscape for trust companies, banks, private banks, retirement plan managers, and similar organizations by streamlining their accounting and reporting requirements related to trust assets, wealth management, and retirement accounts. Built with modern web services and API capabilities, our service allows for seamless integration with external software and in-house systems, all while ensuring that users can easily navigate and access customer information. InnoTrust features a comprehensive suite of portfolio management tools, including rebalancing options, trade blotters, trade order management, and detailed performance reporting. Furthermore, we provide complete principal, income, and tax lot accounting services, along with efficient cost basis tracking and an advanced Tax Reporting feature that automatically produces essential documents such as 1099s, 5498s, and tax worksheets. Our platform also comes equipped with functionalities for exception tracking, customizable Q&A sections, and follow-up tickler reminders, all aimed at optimizing user workflows and improving operational efficiency. In summary, InnoTrust not only enhances the management processes of financial institutions but also fosters a greater sense of control and transparency in overseeing trust and retirement accounts. By choosing InnoTrust, organizations position themselves at the forefront of innovative financial solutions.

What is Dingosoft Trust Accounting?

Dingosoft Trust Accounting is distinguished as the only prominent ERP trust accounting software currently on the market. Utilizing the Sage 300 Software Development Kit, it operates as a fully integrated module that includes all vital ERP functionalities. This advancement removes the need for multiple add-ons and specialized solutions, granting users a complete mainstream ERP accounting system with built-in trust accounting capabilities. Tailored specifically for law firms, accounting practices, real estate agencies, and other sectors that handle client funds in escrow, Dingosoft Trust Accounting proves to be an essential tool. It features a powerful multi-user and multi-currency Trust Ledger that effectively manages all types of transactions, such as receipts, payments, transfers, and adjustments. Additionally, its smooth integration with Sage 300 ERP Bank Services streamlines the reconciliation of trust bank accounts by enabling the easy import of statements for automatic reconciliation. As a result, Dingosoft Trust Accounting empowers firms to elevate their financial management processes while maintaining compliance and precision in accounting practices. In an increasingly complex financial landscape, this solution provides the stability and efficiency that professionals need to thrive.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Innovest Systems

Date Founded

2000

Company Location

United States

Company Website

www.innovestsystems.com/innotrust/

Company Facts

Organization Name

Dingosoft

Date Founded

1999

Company Location

Australia

Company Website

www.dingosoft.co

Categories and 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

Categories and 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

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