InnoTrust
InnoTrust revolutionizes accounting and reporting for trust companies, banks, and retirement plan administrators by providing robust, web-enabled solutions. It features seamless third-party integration, full tax reporting, portfolio management tools, and multi-currency capabilities. Custom reports, exception tracking, and automated Required Minimum Distribution calculations enhance operational efficiency, ensuring vital financial data is always accessible.
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Top InnoTrust Features
- Web services/API integration
- User-friendly navigation
- Full principal accounting services
- Income and tax lot tracking
- Automated tax reporting functionality
- System-generated 1099s and 5498s
- Exception tracking capabilities
- Configurable Q&A tracking
- Follow-up tickler reminders
- Custom report generation
- Multiple fee schedules support
- Portfolio management tools suite
- Trade order management
- Integrated performance reporting
- Required Minimum Distribution calculations
- Automatic RMD payment posting
- Charitable giving functionality
- Multi-currency capabilities
- Robust portfolio rebalancing
- Informative "what-if" analysis
