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Infovisa

Trust accounting and wealth management software for community banks, trust departments and wealth firms

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  • Founded 1992
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About Infovisa

Infovisa develops software that runs the back office and client side of trust and wealth businesses in the United States. It sells to community banks that run trust departments and to wealth managers, and it stresses that it serves institutions of any size.

What Infovisa offers

  • MAUI — a real-time, Windows-based trust accounting system for community banks and trust departments.
  • Accounting and portfolios — principal and income accounting with built-in investment and portfolio management in MAUI.
  • Workflows and reporting — task-based workflows and regulatory reports for trust operations.
  • Empire — a real-time wealth management system joining workflows, CRM, sales tracking and investment management.
  • Conversion support — help for banks moving onto its systems, as client quotes describe.

Who it works with

Community banks, bank trust departments and wealth management firms. Its site quotes trust services officers at client banks without naming the institutions.

Key facts

  • Based in: United States
  • Products: MAUI and Empire
  • Platform: Windows-based for MAUI

Profile written by TrustList from the business's own published information, Sep 2026.

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