About
SS&C Innovest’s forward-thinking technology solutions are the choice of many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and Philanthropic organizations.
Its scalable and robust cloud-based technology stack supports AUA in trust accounting and wealth management, retirement accounts, collective funds, payments and statements, and tax forms. The Managed Services offering also provides comprehensive back- and middle-office services to organizations around the country. SS&C Innovest is also the largest provider of fiduciary Unique Asset accounting, management and outsourcing services in the country, covering assets including Oil, Gas, Minerals, Real Estate, Closely-Held Businesses, and Farms.
This product is intended for
- Trust Manager
- Wealth Manager
- Wealth Management Advisor
- Retirement Plan Manager
- Fundraising Manager
- Financial Advisor
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Trust Solution
In today’s competitive environment, you need a significant advantage over your competition to attract, service, and retain your customers. That is why SS&C Innovest pioneered the concept of real-time, cloud-based trust accounting and wealth management technology with InnoTrust. Featuring fast, highly secure, responsive, and customizable access and control - ensuring that for you and your clients, nothing ever falls through the cracks.
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Payment Solutions
Our experienced service team will process and securely fulfill your electronic and print outputs including payments, confirms, and tax forms. Leveraging our infrastructure and expertise, Payment Solutions also offers fulfillment services from externally sourced systems for checks, tax forms, and various other types of client communications.
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Unique Assets
SS&C Innovest is the nationally recognized authority in the OCC designated Unique and Hard to Value Assets. Including TMMS and TRMS, built specifically for the highly complex and detailed needs of oil & gas interests, real estate, closely-held businesses and notes and loans. Industry best practices, procedures, and workflows are tailored to your organization and business models. Daily compliance, operations, processing, and reporting seamlessly integrate with your other accounting applications.
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Managed Services
SS&C Innovest’s unique Managed Services solutions support all our trust and wealth management products and are customizable to fit your back-office outsourcing needs. From simple document printing or custodial services to call center or back office operations, organizations across the country, from community banks to national organizations, empower SS&C Innovest to manage these services for their clients.