According to a press release, InnoTrust now provides SDIRA Services with a customizable solution to support the investment management, account administration, and reporting needs of SDIRA Services’ clients.
InnoTrust is a secure, integrated, real-time trust and wealth management technology platform provided in a flexible and scalable Software as a Service (SaaS) model. This browser-based open architecture system 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,” said Kelli Click, SDIRA Services’ Chief Operating Officer, in the announcement.
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