CosmoLex vs. InnoTrust Comparison


CosmoLex ProfitSolv	InnoTrust Innovest Systems	+	+
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About CosmoLex and every lawyer know that efficiency and compliance is essential for a law firm's survival, for this reason in CosmoLex you will find a fully integrated and easy-to-use Practice Management solution. There is no longer a need to use multiple systems to manage Billing, Practice, or Accounting as the all-in-one CosmoLex platform gives users the power to Track Accounts, Manage Calendar(s), Case Management, Create & Track Client Statements, Track Expense, Manage Retainer Billing, and Time Tracking too.	About Innovest’s flagship product, InnoTrust, offers a dramatically better way to support the accounting and reporting needs of trust companies, banks, private banks, retirement plan administrators, and others that need to control, account for and report on assets held in trust, wealth, and retirement accounts. We are web services/API enabled, allowing seamless third-party software and internal program compatibility, topped with easy access to customer data through the user-friendly navigation. We provide a full suite of portfolio management tools including rebalancing, trade blotters, trade order management, and integrated performance reporting. Full principal, income, and tax lot accounting services, along with cost basis tracking and a Tax Reporting functionality that includes system-generated 1099s, 5498s, and tax worksheets. Includes exception tracking, configurable questions and answers, and follow-up tickler tracking.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience A superior solution for Law firms, individual practice, and accounting professionals.	Audience Companies, banks, private banks, and retirement plan administrators seeking a solution for their accounting and reporting needs
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $119/month/user Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information ProfitSolv Founded: 2020 United States www.cosmolex.com	Company Information Innovest Systems Founded: 2000 United States www.innovestsystems.com/innotrust/
Alternatives Tabs3 Tabs3 Software	Alternatives Dingosoft Trust Accounting Dingosoft
Soluno Devlos Software	Trust Accountant Cloud Delta Data
8am MyCase 8am	Resly Resly Solutions
Clio Themis Solutions	Zoho Books Zoho
PracticePanther Law Practice Software PracticePanther Legal Software View All	FASTER FASTER Systems View All
Categories Family Law Law Firm Accounting Law Practice Management Legal Billing Legal Calendar Legal Case Management Legal CRM Legal Document Management Legal Time Tracking Personal Injury Law Trust Accounting	Categories Trust Accounting
Trust Accounting Features Accrual Accounting Activity Tracking Asset Gain & Loss Reporting Check Writing Compliance Management Cross Ledger Posting Customer Statements Fee Calculation & Posting Receipt Management Tax Management Show More Features Law Practice Management Features Billing & Invoicing Calendar Management Client Portal Conflict Management Contract Management CRM Document Management Email Management Legal Case Management Task Management Time Tracking Trust Accounting Legal Billing Features Accounting Management Automatic Billing Calendar Management Case Management Client Portal Document Management Expense Tracking Time Tracking Legal Calendar Features Case Defined Timekeepers Completion Tracking Conflict Management Multi-Office Reminders Rules-Based Scheduling Staff Calendar Status Tracking Task Management Legal Case Management Features Billing Management Calendar Management Case Notes Client Management Communication Tracking Conflict Management Corporations Court Management Discovery Management Docket Management Document Management Expense Tracking Government Law Firms Records Management Task Management Time Tracking Trust Accounting Legal Document Management Features Access Controls Archiving & Retention Collaboration Contract Management Document Assembly Document Indexing Document Tagging Full Text Search Version Control	Trust Accounting Features Accrual Accounting Activity Tracking Asset Gain & Loss Reporting Check Writing Compliance Management Cross Ledger Posting Customer Statements Fee Calculation & Posting Receipt Management Tax Management
Integrations Box Dropbox Gmail Google Calendar Google Drive Microsoft 365 Microsoft OneDrive ScoreDetect Shift Stackreaction Uptime Legal Show More Integrations View All 11 Integrations	Integrations Box Dropbox Gmail Google Calendar Google Drive Microsoft 365 Microsoft OneDrive ScoreDetect Shift Stackreaction Uptime Legal Show More Integrations
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