First Rate and Innovest Partner to Offer an Integrated Trust and Wealth Management Solution

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First Rate, a leading provider of performance measurement and client reporting solutions for the financial services industry, and Innovest, a financial technology firm specializing in trust accounting and wealth management solutions, today announced a partnership to offer enhanced performance and client reporting solutions through Innovest’s trust and wealth management platform.

First Rate, a leading provider of performance measurement and client reporting solutions for the financial services industry, and Innovest, a financial technology firm specializing in trust accounting and wealth management solutions, today announced a partnership to offer enhanced performance and client reporting solutions through Innovest’s trust and wealth management platform.

"We are excited to be expanding our performance measurement and reporting offering to include First Rate’s services. First Rate has been an excellent partner. We’ve found that the onboarding process for our clients is simple, and the team has been excellent to work with," said Jim Peterson, vice president of client service.

Together with Innovest, First Rate has developed tailored solutions to meet the unique needs of Innovest’s trust and wealth management clients. Innovest clients using First Rate’s performance measurement and client reporting service can expect to have multi-currency offerings and US based accounting capabilities. In addition, the platform provides ease of use and extended levels of service with the flexibility to have report aesthetics that meet the demands and needs of Innovest’s clients using First Rate’s suite of applications.

First Rate Performance has supported interfaces with Innovest’s trust application, InnoTrust Global and InnoTrust Advisor. Additionally, First Rate’s performance solutions are integrated with Innovest’s reporting platform. First Rate and Innovest’s partnership seeks to strengthen their client relationships by enhancing the analysis of their portfolio returns and communicating these results to their investment advisors, relationship managers, consultants and clients.

"First Rate is honored to be partnered with Innovest to provide performance and client reporting solutions for Innovest’s clients. First Rate has been successful in complementing wealth management platforms by integrating our performance and client reporting within a comprehensive wealth management solution," said Marshall Smith, general manager of Service Bureau. "Innovest clients will reap the benefits of integrated reporting, best of breed performance capabilities and fewer vendor relationships through our partnership."

Contact First Rate today to discover how First Rate’s integrated trust and wealth management solution with Innovest can help you improve efficiency and service to your clients.

About First Rate

Wealth management companies nationwide trust First Rate for superior investment performance measurement technology. Dedicated to providing a unique level of focus, depth and expertise, First Rate’s solutions optimize all facets of asset management: risk assessment, portfolio analysis, GIPS compliance, investment reporting, and more. The First Rate Performance Suite™ allows investment firms to calculate accurate rates of return, efficiently analyze the results and generate dynamic, client-ready presentations that empower internal resources to deliver improved client service. For more information about First Rate, visit http://www.FirstRate.com.

About Innovest

Innovest is a leading provider of financial technology solutions delivered to forward thinking trust, wealth management, and retirement professionals. Innovest offers its clients a secure and integrated trust accounting and wealth management technology platform, payment solutions, and related fulfillment services delivered in a Software as a Service (SaaS) environment. Innovest’s trust platform, InnoTrust, has over $425 billion in assets under administration on its trust and wealth management platform, processes more than 4 million payments annually and provides fulfillment services for more than 10 million documents including checks, advices, and tax forms each year. For more information about Innovest, visit http://www.innovestsystems.com.

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Fraylie Nord
Innovest Systems
+1 (212) 266-6651
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