InnoTrust—Trust Accounting & Wealth Management

Next Generation Recordkeeping, Portfolio Management, Compliance and Reporting

InnoTrust, is a next-generation Trust Accounting and Wealth Management application. InnoTrust was the first browser-based, cloud-delivered application when introduced in 2001, and remains #1 in its class for Number of Accounts, Assets Under Administration, Number of Transactions and nearly any other measure. InnoTrust is the choice of many national banks and independent trust companies, Self-Directed IRA platforms, regional and super-regional trust departments, as well as donor-advised funds, not-for-profits and foundations nationwide.

InnoTrust's unique design and architecture make it highly configurable to each client's exacting specifications. It is also unsurpassed in scalability, with many clients using it to support millions of accounts. Its wide-ranging native capabilities include:

  • Principal & income accounting and reclassification
  • Client management
  • Account onboarding
  • Automated workflows and document management
  • Portfolio management, models, and trading
  • Event tracking, reminders, and ticklers
  • Flexible, full color statements and graphics and web access
  • Automated tax form creation, including 1099, 5498, and RMD calculations
  • Regulatory reporting
  • Management reporting, tracking, and alerts
  • Interactive portal for trust customers to retrieve statements, tax forms, performance reports, and other key documents

InnoTrust’s capabilities are augmented by a collection of world-class service partners and a vast API library for real-time connectivity to other mission-critical applications.

The addition of the Innovest suite of products, and the entire Innovest team, has opened a previously untapped market vertical for SS&C. Many clients have already experienced the advantages of combining or integrating data and applications in both directions. Integrations between the Innovest Suite and SS&C products like Black Diamond Wealth®, Advent® Custodial Data, Salentica® CRMs, Rollover Central®, Financial Advisor Network Mail (FANMail®) and more are providing broad opportunities for growing your client base and enhancing the services you can offer.

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