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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 IRALOGIX?

IRALOGIX introduces an all-inclusive, cloud-driven platform designed for the management of Individual Retirement Accounts (IRAs), which is entirely digital and adaptable to suit the needs of financial institutions, wealth managers, advisors, and workplace retirement partners, thereby enabling them to improve, automate, and broaden their retirement service capabilities. This cutting-edge solution streamlines the complex nature of IRA administration by automating vital processes such as account setup, trading, ongoing maintenance, compliance, and data handling, significantly reducing reliance on manual efforts and operational hazards while ensuring comprehensive governance and supervision across the board. In addition to providing high-quality investment options for various IRA types, regardless of account sizes, it effortlessly connects with sophisticated money management platforms like Morningstar Retirement Manager to deliver customized portfolio management services. Moreover, the platform features options for both voluntary and automatic rollovers, which not only aid in asset preservation but also enhance investor engagement, ultimately helping them to optimize their retirement outcomes. This holistic approach empowers users to effectively navigate the evolving landscape of retirement planning while maximizing their financial potential.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Innovest Systems

Date Founded

2000

Company Location

United States

Company Website

www.innovestsystems.com/innotrust/

Company Facts

Organization Name

IRALOGIX

Company Location

United States

Company Website

iralogix.com

Categories and Features

Trust Accounting

Asset Gain & Loss Reporting
Fee Calculation & Posting
Tax Management

Categories and Features

Financial Services

Not specified

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