Audience

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

About InnoTrust

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.

Other Popular Alternatives & Related Software
Soluno
Soluno
(5 Ratings)
Soluno is a cloud-based accounting and billing software designed to accelerate law firms. With a full, easy-to-use suite of time/expense entry, billing, accounting, trust, and reporting features, law firms get everything they need to master their business. Work more efficiently and maximize productivity with Soluno's best-in-class trust accounting, billing, usability, value, and 5-star customer support. Soluno offers 100% free data conversions from 14 of the industry's most common solutions.
Learn more
PayProp
PayProp
PayProp is an automated transactional platform for real estate agents that is both easier to use and more powerful than existing solutions offered by banks and traditional software vendors. We hit upon the idea of PayProp in 2004 when confronted with the complexity, fragmentation and lack of trust surrounding payments in the residential rental market. Building on GivenGain’s processing platform, we delivered a solution that automatically and securely collects payments from tenants and seamlessly pays all property owners, third parties and agents’ commissions – directly into their bank accounts. PayProp eliminates inefficiencies in back-office operations, lowers administrative costs per transaction and applies leading technologies to automate entire process cycles. PayProp’s advanced technology enables property managers to collect and make fully reconciled payments.
Learn more
enVisual360
enVisual360
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.
Learn more
TimeSolv
TimeSolv
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.
Learn more

Integrations

API:
Yes, InnoTrust offers API access
No integrations listed.

Ratings/Reviews

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

Company Information

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

Videos and Screen Captures

InnoTrust Screenshot 1
InnoTrust Screenshot 1 InnoTrust Screenshot 2 InnoTrust Screenshot 3
Other Useful Business Software
Our Free Plans just got better! | Auth0 Icon
Our Free Plans just got better! | Auth0

With up to 25k MAUs and unlimited Okta connections, our Free Plan lets you focus on what you do best—building great apps.

You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your security. Auth0 now, thank yourself later.
Try free now

Product Details

Platforms Supported
Cloud
Training
In Person
Support
Phone Support
Online

InnoTrust Frequently Asked Questions

Q: What kinds of users and organization types does InnoTrust work with?
Q: What languages does InnoTrust support in their product?
Q: What kind of support options does InnoTrust offer?
Q: Does InnoTrust have an API?
Q: What type of training does InnoTrust provide?

InnoTrust Product Features

Trust Accounting

Asset Gain & Loss Reporting
Fee Calculation & Posting
Tax Management
Accrual Accounting
Activity Tracking
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Receipt Management