SS&C Innovest

SS&C Innovest is a provider of financial technology solutions tailored for trust, wealth management, and retirement professionals. Based in New York, the company offers a software-as-a-service platform that enables clients to acquire new customers, manage investment portfolios, and report financial results effectively. Innovest's technology supports over $425 billion in assets under administration and processes more than 4 million payments annually. Additionally, it provides fulfillment services for over 10 million documents each year, including checks, advice statements, and tax forms. By delivering these comprehensive services, Innovest helps trust and wealth management firms, global custodians, and investment advisors enhance their operational efficiency and client engagement.