InnoTrust

InnoTrust

Innovest Systems
TimeSolv

TimeSolv

ProfitSolv
+
+

Related Products

  • Xero
    5,734 Ratings
    Visit Website
  • Tabs3
    271 Ratings
    Visit Website
  • Canopy
    950 Ratings
    Visit Website
  • Collect!
    76 Ratings
    Visit Website
  • FreshBooks
    5,466 Ratings
    Visit Website
  • ALMobile
    29 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Summ
    720 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website
  • NaviPlan
    Visit Website

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.

About

Track time effortlessly and bill accurately with TimeSolv, a web-based time tracking and billing software for legal professionals. TimeSolv is an easy to use and intuitive platform that offers a wide range of features to help legal professionals improve their efficiency and profits. These include time tracking, document management, invoicing, reporting, expense tracking, and project management tools.

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

Companies, banks, private banks, and retirement plan administrators seeking a solution for their accounting and reporting needs

Audience

Legal professionals and law firms

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

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$32.00/month/user
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

Innovest Systems
Founded: 2000
United States
www.innovestsystems.com/innotrust/

Company Information

ProfitSolv
Founded: 2020
United States
www.timesolv.com

Alternatives

Alternatives

Resly

Resly

Resly Solutions
FASTER

FASTER

FASTER Systems
Clio

Clio

Themis Solutions

Categories

Categories

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

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

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Legal Billing Features

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Time and Expense Features

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Integrations

8am CPACharge
8am LawPay
Ace Cloud Hosting
Dropbox
MYOB
Microsoft 365
NetDocuments
QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations

8am CPACharge
8am LawPay
Ace Cloud Hosting
Dropbox
MYOB
Microsoft 365
NetDocuments
QuickBooks Online
QuickBooks Online Advanced
Xero
Claim InnoTrust and update features and information
Claim InnoTrust and update features and information