Self Directed IRA Services, Inc., a custodial and administrative services company that provides software for individual retirement plans, has implemented InnoTrust, Innovest Systems’ trust and wealth management platform.
After a seamless conversion process, InnoTrust now provides SDIRA Services with a cost-effective and highly customizable software to support the investment management, account administration and reporting needs of SDIRA Services’ clients.
Innovest Systems’ flagship product, InnoTrust, is a secure, integrated, real-time trust and wealth management technology platform provided in a highly flexible and scalable Software as a Service (SaaS) model. This browser-based open architecture system comprehensively addresses the needs of trust companies, banks, private banks, retirement plan administrators and others that need to control, account for and report on assets held in trust, wealth management and custody accounts.
“After searching the marketplace, we chose InnoTrust because it addresses our needs with an innovative solution that is highly configurable and easily customizable to meet the fast-growing demands of the retirement servicing business,” says Kelli Click, SDIRA Services’ COO. “With InnoTrust, we can easily meet our clients’ needs, and be positioned to grow and change as new market opportunities arise. We have found Innovest to be highly responsive and look forward to working with a strategic partner that understands how to deliver efficient solutions and offers outstanding support.”
William Thomas, Innovests CEO, adds: “We are thrilled to be partnering with Self Directed IRA Services. Implementing InnoTrust will facilitate SDIRA Services’ continued growth in the retirement planning industry, optimize its processing and offer its clients a thoroughly state-of-the-art experience.”
(CM)