Infovisa Establishes Trust Operations Outsourcing Company

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Infovisa extends offerings by establishing Infovisa Wealth Services to provide trust operations outsourcing services.

Infovisa, Inc., a leading provider of trust and wealth management software solutions, has established a new company to provide trust operations outsourcing services. The new company, Infovisa Wealth Services, LLC, is a wholly owned subsidiary of Infovisa, Inc. and is headquartered in Cornelius, NC. Mike Dinges, President and CEO of Infovisa, will serve in the same capacity of Infovisa Wealth Services.

“Infovisa Wealth Services is a natural extension of the success we have built at Infovisa. Our outsourcing service will be powered by the Infovisa software, which allows for incredible efficiency and flexibility," Dinges said of the offering.

Maria Sturges, CTFA and Vice President, joined the new company in 2017 and has developed the offering as well as the processing standards. “I saw this as an incredible opportunity to utilize my years of experience in trust department management,” said Sturges. “I have used the Infovisa software in two separate trust organizations and I know how powerful the software is from a processing, reporting and client communication perspective," Sturges went on to say.

The first Infovisa Wealth Services client went live in 2018 and the company is ready to grow the client base further. “We have built a great team at Infovisa Wealth Services. We are well positioned to allow wealth organizations to grow their business and revenue, while reducing the focus on operational activities” said Ms. Sturges.

Infovisa Wealth Services is a wholly owned subsidiary of Infovisa, Inc. which focuses exclusively on allowing trust organizations to increase AUM, segregate duties and implement controls without adding operational staff. Infovisa Wealth Services is powered by experienced people using the industry leading software and services of Infovisa, Inc.

Infovisa is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals. Infovisa’s solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and review results to customers with robust and flexible reporting. Infovisa has over $125 billion in assets under administration on its trust and wealth management platform.

For more information about Infovisa, visit

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Brandon Tipton
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