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What is i-Trust?

i-Trust is a dedicated software solution for trust accounting, featuring a robust, audit-tested framework, detailed audit trails, and subsidiary ledgers. This application is specifically designed for the administration of client trust accounts and provides an automated client ledger that boasts an intuitive and efficient interface for overseeing an unlimited number of trust funds, a capability it has maintained since its inception in 1988. With a strong emphasis on automation and flexibility, it guarantees a comprehensive audit trail for all transactions carried out. Furthermore, the platform ensures stringent data integrity through sophisticated database maintenance tools, which are meticulously crafted to uphold and enhance trust accounting standards. Consequently, i-Trust serves as an invaluable asset for professionals aiming to optimize their trust account management practices. By leveraging this software, users can significantly reduce the time spent on manual processes while ensuring compliance with regulatory requirements.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Has API

Pricing Information

$1895.00/one-time/user

Pricing Information

Pricing not provided

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

On-Site Training

Company Facts

Organization Name

Golden Omega

Date Founded

1988

Company Location

United States

Company Website

www.goldenomega.net/trust-accounting-software/

Company Facts

Organization Name

Innovest Systems

Date Founded

2000

Company Location

United States

Company Website

www.innovestsystems.com/innotrust/

Categories and Features

Mortgage and Loans

Client Database
Government Loans
Loan Servicing

Trust Accounting

Activity Tracking
Check Writing
Compliance Management
Cross Ledger Posting

Categories and Features

Trust Accounting

Asset Gain & Loss Reporting
Fee Calculation & Posting
Tax Management

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