InnoTrust

• Farms, Ranches and Timber
• Property Management in trust accounting systems is generally quite basic and requires extensive offline support and processes, regardless of the types of properties: Principal and secondary residences, vacant or rental properties, or income producing residential and commercial properties
• Industry best practices, procedures, and workflows tailored to your organization and business models, streamline daily operations and automate many compliance functions
• When augmented by real-time updates, analytics, and data exchange with TRMS, your team has the most potent combination available for comprehensive and fully-detailed property and risk management, principal and income accounting, Reg 9, fiduciary and governmental compliance, client reporting, and management reports

Our software solution is the ONLY application that allows interactive data exchanges with ANY trust accounting platform.

• Innovest’s Trust Real Estate Management System – TRMS – has been THE system of record for three decades
• Highly secure, completely scalable, and available 24/7
• Connected to critical industry data streams and research resources, your TRMS dashboard is at your fingertips, providing the perfect solution to client satisfaction AND regulatory compliance
• We help you build your workflows properly, whether that means storing source documents at the transaction level for easy retrieval, or reviewing everything from your Dashboard
• Hosted in the Cloud and packed with robust functionality like Microsoft’s SQL Server Reporting Services and Power BI, TRMS is the tool you have been looking for

Mineral, Oil, and Gas Applications & Services

Innovest sets a high bar when it comes to accounting for Mineral, Oil and Gas assets Delivered via a Software as a Service model, the Trust Mineral Management System (TMMS) is the most comprehensive and robust application available for the operations, administration, compliance and reporting of your MOG assets

• The OCC has not updated its Unique Asset Handbook since 2012
• But don’t think that means regulators view this growth area as unimportant
• With trillions of dollars in all asset classes transitioning between generations or to charitable bequests, the level of scrutiny is increasing
• If you believe marginal adherence to standards that were established before Facebook went public will be enough, think again
• Billions of dollars in M
• O
• G
• assets are in need of proper accounting, valuation, and data validation, as millions of dollars of royalties are misdirected and millions in multiple expense categories are mis-charged or misallocated
• The trust accounting system, on its own or in concert with various offline workarounds, can only retain and report basic amounts of ownership and royalties information, composition and correction of income streams, and tax reporting
• When augmented by real-time updates, analytics, and data exchange with TMMS, your team has the most potent combination available for comprehensive and fully-detailed principal and income accounting, Reg 9, fiduciary and governmental compliance, client reporting, and management reports

Whether your firm is a Top 20 National Bank, a Trust Company, or a Community Bank, partner with the firm that sets the bar high, and never stops reaching higher.

• Innovest’s Trust Mineral Management System (TMMS) has been THE system of record for three decades, and is highly secure, completely scalable, and real time
• Our Mineral Management system is available 24/7, and it is the ONLY application designed for interactive data exchanges with EVERY trust accounting platform
• Offline applications, workarounds, and file cabinets were necessities of a different era
• Properly developed workflows, compliance, and document management, even down to the transaction level, are essential in a competitive marketplace
• TMMS is hosted in the Cloud and packed with robust functionality like Microsoft’s SQL Server Reporting Services and Power BI