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InnoVue made accessible via iPhone

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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."

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