Innovest Systems Introduces PerformanceVue: Statement Integrated Performance Reporting

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Innovest Systems is pleased to announce PerformanceVue, an innovative client reporting solution that integrates third-party investment performance metrics on trust account statements and other end-client reporting tools.

Innovest Systems is pleased to announce PerformanceVue, an innovative client reporting solution that integrates third-party investment performance metrics on trust account statements and other end-client reporting tools. Powered by GreenHill, PerformanceVue offers highly flexible, secure account-level performance reporting. With this integrated solution, Innovest Systems is pleased to offer a cost effective solution in one statement package, saving our clients time and money.

“Partnering with GreenHill allows Innovest to offer an integrated, streamlined solution to investment performance reporting,” said John Sherman, Innovest’s director of client solutions. “By leveraging GreenHill’s expertise in investment performance measurement and using modern-era technology to facilitate integration, we are able to offer our clients an improved solution at a lower cost.”

PerformanceVue's performance calculations conform to industry standards and can facilitate GIPS compliance. Additionally, clients can benefit from the presentation of performance data for multiple time periods including selected benchmarks. “We are thrilled to work with Innovest to create a robust end-client solution that offers our mutual customers added flexibility in performance reporting and statement delivery,” said Lisa Warren, executive vice president of GreenHill. “Our team looks forward to working with Innovest to bring other innovative solutions to market.”

About Innovest Systems
Innovest Systems is a financial technology firm that provides technology-driven solutions to trust and wealth management companies. With assets worth tens of trillions of dollars transferring between generations over the coming decades, Innovest’s flagship product, InnoTrust, is designed to deliver a secure, integrated, real-time system offered in a Software as a Service (SaaS) model. Innovest’s technology meets the needs of the world’s largest global financial services firms as well as independent trust and wealth management organizations. Innovest is headquartered in New York City. For more information about Innovest Systems, please visit http://www.innovestsystems.com.

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Fraylie Nord
Innovest Systems
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