InnoTrust

InnoTrust is a web-based trust accounting platform from Innovest, offering asset control and reporting for banks, trust companies and similar firms. It concentrates on assets that are awkward to value, such as property and mineral interests.

What InnoTrust offers

• Trust Real Estate Management System (TRMS) — manages properties held in trust, with principal and income accounting, risk management and client reporting.
• Trust Mineral Management System (TMMS) — a software-as-a-service tool for administering, accounting for and reporting on mineral, oil and gas assets.
• Data exchange — shares data with other trust accounting platforms.
• Reporting tools — cloud hosting with SQL Server Reporting Services and Power BI dashboards.

Who it works with

Banks, trust companies, family offices and wealth managers whose clients hold real estate, closely held businesses, loans, notes, mortgages, farms, ranches and timber.

Key facts

• Hosting: cloud-based, available around the clock.
• Compliance: supports fiduciary and regulatory requirements including Reg 9.