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  •  Innovest has over $500 billion in assets under administration on its trust and wealth management platform, processes more than 4 million payments annually and provides fulfillment services for more than 10 million documents including checks, advices, and tax forms each year. Innovest’s wholly owned subsidiary, FinTech Securities, executes over 69 million equity shares annually. Innovest empowers its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results.

    Our Vision

    Every day, you ask your clients to envision a better future. Then, you create a growth plan to help them get there. The plans you create are strong to support your clients’ ambitions. But they’re also flexible to prepare for inevitable change.

    It’s about time someone did the same for you.


    Your technology is more than just your back office. It’s the platform that supports your growth. If it’s flexible, strong, open, and alive—you can take advantage of new opportunities. If it’s brittle, closed off or aging—your growth will be that much more challenging.

    Founded in 2000, Innovest brings modern-era technology to the under-served trust and wealth management industry struggling with legacy systems that don’t meet the. Innovest empowers its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results.

    The Innovest product suite ranges from wealth management and trust accounting to include custody, payments, trade execution, investment management, performance measurement, and other related solutions and services.


    InnoTrust, our flagship trust and wealth management product, was built on a multi-currency, Software as a Service (SaaS) architecture.


    In 2013, Innovest merged with Administrative Systems, Inc. (ASI). With more than 40 years in the payments industry, ASI brings to Innovest a deep and focused expertise in the needs of the retirement and benefit payments market.

    FinTech Securities Trading

    In 2014, Innovest acquired FinTech Securities. FinTech is a wholly owned subsidiary of Innovest offering equity, fixed income, and options trading solutions to trust companies and advisors.


    Innovest’s philosophy for flexible and personalized experiences extends beyond feature-rich technology. In addition to various quality integration and customizable offerings on our technology platform, we also offer outsourcing and consulting services to help meet each client’s specific needs.

    Alternative & Unique Assets

    In 2017, Innovest acquired PetroData Systems, Inc. (PDS). PDS has been in business for over 30 years and operates several divisions including operational outsourcing, consulting services, and tax services for a range of institution types including Ultra High Net Worth, Family Office, and International Banks.

    Innovest expects continued growth in the alternative and unique asset market, which PWC indicates to grow from $10 trillion to $18 trillion by 2020. The Unique Asset Division specializes in unique and hard-to-value assets, namely real estate, closely held companies, oil amp; gas, farm & ranch, notes and mortgages.

    Outsourcing Solution

    Innovest believes calculated flexibility is a key component in producing best measures for clients and all stakeholders alike. Our strategic relationships extend beyond our technology to meet demands specific to trust management and top-tier client service. Empowering clients to acquire, invest, manage, and report efficiently, accurately, and successfully is a value proposition taken firmly.

    Innovest strategic relationships with skillful industry talent enables a solid foundation for growth by mitigating risk and driving down cost. Our clients have the choice to outsource back-office trust operations, so clients and account administrators can stay focus on the core business.


    At Innovest, we are committed to delivering leading edge financial technology and managed services that grow alongside your organization. Think back to how much your business has changed over the course of the past decade. Can you say the same for the technology and services that support you?

    Find out how Innovest can work for you.


    • CRM
    • Financial Planning
    • Investment Policy Statement Generation
    • Client On-boarding


    • Trading & Rebalancing
    • Access to 3rd Party Asset Managers
    • Proprietary & 3rd Party Models
    • Execution Services


    • Portfolio Accounting
    • Trust Accounting
    • Securities Processing
    • Custody
    • Payments Processing
    • Compliance


    • Statementing
    • Performance Reporting
    • Tax Reporting
    • eDelivery

    Software Architecture

    Innovest Systems’ Software Architecture is based on “n -Tier” technology, which allows each layer to be developed, managed, deployed, and enhanced independently. Our software systems are partitioned into three networked layers or tiers: the Presentation Tier, the Application Tier, and the Data Tier.

    The Presentation Tier

    The Presentation Tier consists of software running in two locations: Client side and Server side.

    The Client side is a combination of Dynamic HTML and highly-optimized JavaScript code running in the user’s web browser. Client deployment is “thin” because there is nothing to download or install. Dynamic HTML (DHTML) and AJAX technology provides the user with a rich, friendly experience without costly round-trips to the server. Client server communication uses HTTPS for data security and integrity.

    Microsoft Internet Information Services (IIS) is used to host the Server side. IIS (ASP and invokes a set of Innovest COM+ components, written in C++ and C#, that dispatch requests from the web browser to the Application Tier using Distributed COM, DCOM, get the results back in XML format, and use XSLT templates to render forms and reports for display to the Client side. These components are deployed across a web server “farm” for scalability. The combination of C++ code, C# code, XML data, and XSLT formatting used in the Presentation Tier gives the Innovest architecture huge advantages in ease of development, customization, and maintenance, as well as processing speed. For advanced reporting capabilities, Innovest uses Crystal Reports deployed on a dedicated Crystal RAS server, off ering maximum performance and scalability.

    The Application Tier

    The Business Logic Tier is composed of COM+ components written in C++ and .NET Assemblies written in C#. These components are deployed across a set of load-balanced application servers. Requests from the presentation layer can be dispatched to any application server in the “farm”, which can be scaled out as needed, to support any processing load. The COM+ components use Microsoft Transaction Server (MTS) and the Distributed Transaction Coordinator (DTC) to ensure transactional data integrity. The Business Logic Tier communicates with the Data Tier using the Microsoft Active Data Objects (ADO and interface in combination with OLE DB. Connection pooling is employed to minimize connection overhead. For security purposes, all components run as dedicated service accounts with minimal OS rights.

    Innovest also provides direct access to the Business Logic Tier through a secure web services framework built on the Microsoft.NET platform, off ering a simple, secure, and standardized interface for third-party integration needs.

    The Data Tier

    The Data Tier consists of Microsoft SQL Server running on high availability blade servers with a shared 3PAR Storage Area Network configured for RAID10 off ering maximum fault tolerance and quality of service. All high-volume operations are done through stored procedures (using T-SQL) to achieve maximum performance and security.

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