SS&C Innovest provides cutting-edge financial technology solutions specifically designed for the wealth management and trust industry. Their comprehensive suite of products and services caters to a wide range of financial institutions, including trust companies, banks, wealth management firms, retirement platforms, and philanthropic organizations. At the core of their offering is InnoTrust, a flagship product that delivers robust accounting and reporting capabilities for assets held in various account types, including trusts, wealth management accounts, and retirement portfolios.

Key Features

Scalability and Configurability SS&C Innovest's solutions are highly scalable and can be configured to meet the specific needs of each client, regardless of size or complexity

• Adaptable to various client requirements
• Capable of handling growth and increased transaction volumes

Comprehensive Product Suite The platform offers a wide range of functionalities to support all aspects of wealth management and trust operations

• Administrative and operational tools
• Investment management capabilities
• Tax reporting features

Benefits

Operational Efficiency SS&C Innovest's solutions streamline wealth management and trust operations, leading to improved efficiency

• Automation of key processes
• Reduction in manual interventions

Enhanced Reporting and Compliance The platform provides robust reporting capabilities, ensuring compliance with regulatory requirements

• Detailed accounting reports
• Customizable reporting options