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Next Generation Trust Services selects Innovest as trust accounting provider


Next Generation Trust Services, an administrator of self-directed retirement plans, has chosen Innovest as its trust accounting provider. 

Next Generation will use the InnoTrust CRM solutions as tools to better serve its clients. The Innotrust CRM is powered by MS Dynamics.

"Using Innovest's solutions enable us to offer our clients mobile access to their accounts and gives us the most up-to-date accounting and customer relationship management software," says Jaime Raskulinecz, founder and CEO of Next Generation Trust Services. The solutions are fully integrated with Next Generation's other programs and provide excellent sales, client service, and productivity tools. Innovest supports over one million self-directed IRAs nationwide; in addition to administrators of self-directed retirement accounts, the platform is implemented by banks, trust companies, investment advisors and other financial institutions.

"Our in-office operations will be even more efficient, and our statement and fulfilment options will be improved," says Raskulinecz. "Innovest offered superior features that will help us streamline our customer relationship management as we continue to grow our business."

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