Innovest Systems Forms a Joint Business Relationship with PwC US to Offer an Innovative Solution for Wealth Management Tax Services

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Innovest Systems, LLC, a financial technology firm specializing in trust accounting and wealth management solutions, today announced that it has formed a joint business relationship with PwC to offer PwC’s Wealth Management Tax Services to Innovest clients.

Innovest Systems, LLC, a financial technology firm specializing in trust accounting and wealth management solutions, today announced that it has formed a joint business relationship with PwC to offer PwC’s Wealth Management Tax Services to Innovest clients. PwC’s experience in wealth management tax services will bring Innovest clients market-leading quality and service delivery for trust and investment management tax reporting.

In leveraging PwC’s wealth management tax knowledge, efficient service delivery model, and experience, Innovest clients will benefit from streamlined access to tax services utilizing PwC’s proprietary technology. Offering high quality services at a competitive cost, PwC’s tax services include preparation of all types of tax returns for trusts, foundations, IRAs and investment management accounts plus tax compliance support for client trust officers throughout the year. Additionally, because data is bridged to PwC directly from InnoTrust, Innovest’s flagship trust and wealth management platform, clients will benefit from the ease of an integrated tax service solution. Innovest clients will be freed from the unnecessary risk, time, and growing complexities associated with managing an in-house tax department or other tax preparers.

“We are excited to begin this new relationship with Innovest Systems to offer their clients streamlined access for end-client tax deliverables and enhanced compliance reporting,” said Don Roman of PwC. “As one of the nation’s largest professional services firms, we look forward to bringing our tax expertise and industry experience to Innovest’s growing list of world-class clients.”

“We’re extremely happy to be able to offer a tax solution to our clients that draws on the reliable expertise of PwC’s Wealth Management Tax Services team,” said Gretchen Goode, vice president of marketing at Innovest Systems. “This fills a growing need for a comprehensive tax solution as more clients are looking for outside expertise for their tax needs.”

Included in PwC’s service offering, will be the ability for clients to retrieve and view their tax information online via InnoVue, Innovest’s end-client portal.

About Innovest Systems
Innovest Systems, LLC is a financial technology firm that provides technology-driven solutions to trust and wealth management companies. Innovest’s flagship product, InnoTrust, delivers a secure, integrated, real-time system offered in a Software as a Service (SaaS) environment. Innovest’s technology meets the needs of the world’s largest global financial services firms, as well as smaller independent trust and wealth management companies. Innovest is headquartered in New York City. For more information about Innovest Systems, visit http://www.innovestsystems.com.

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Fraylie Nord
Innovest Systems
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