Bringing you live news and features since 2006 

InnoVue made accessible via iPhone


Innovest Systems, a provider of technology-driven solutions to trust and wealth management companies, has made its InnoVue product accessible via Apple’s iPhone.

Using InnoVue, trust and wealth management clients and their customers can access account and portfolio information from Innovest’s flagship offering, InnoTrust, anytime, anywhere.

InnoTrust is a secure, integrated, real-time trust and wealth management technology platform.

Using the iPhone’s web browser, account holders, financial advisers, and other interested parties can access secure, easy-to-understand portfolio information and drill down into greater levels of detail, including a portfolio overview, a detailed list of investments, tax lot information, cost basis, and a schedule of recent transaction activity.

Charts and graphs are also available to present asset allocation percentages and relative market values.

"We are committed to providing our clients with convenient yet highly secure ways to access account and portfolio information," says William Thomas, Innovest’s chief executive officer. "By making this information accessible via the iPhone, we afford trust and wealth management firms using our InnoTrust product the opportunity to serve their customers wherever and whenever those customers choose."

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by