Innovest Announces Enhancements to Reg 9 Compliance and Administrative Account Review Functionality

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Innovest today announced the release of enhancements to its Reg 9 compliance and administrative account review functionality within InnoTrust, the firm’s flagship trust accounting and wealth management platform.

Innovest today announced the release of enhancements to its Reg 9 compliance and administrative account review functionality within InnoTrust, the firm’s flagship trust accounting and wealth management platform. The enhancements to the account review module include customizable question and answer forms, question nesting, automated exception tracking, and online report creation and storage.

These functionality enhancements allow administrators and trust officers to manage the review process from end-to-end with less paperwork and improved efficiency, enabling them to better focus on true compliance issues and ensuring ongoing customer satisfaction.

“With increasing pressure from regulators and auditors to perform regular account reviews and keep an online audit trail of activity, administrators need robust and flexible tools to accurately and comprehensively manage the review process,” said Glenn Schmidt, chief operating officer of Innovest. “Smarter and more intuitive capabilities, like automated exception tracking and strategic question enhancements, are imperative features needed for account administrator and client success.”

InnoTrust is a secure, integrated, real-time trust accounting and wealth management technology platform provided via a Software as a Service (SaaS) model. InnoTrust is a leading trust accounting system with over $425 billion in assets administered on the platform.

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 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
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