SS&C Innovest
Financial ServicesView the employees at
SS&C Innovest-
Mark Taylor Software Engineer at Innovest Systems
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New York, New York, United States
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Rising Star
Kevin Hung Tech Enthusiast-
Brooklyn, New York, United States
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Rising Star
Alison Wong Relationship Manager at Innovest Systems-
Rising Star
Leanne Deptula, JD, MBA, CTFA Senior Business Analyst at Innovest Systems-
Wilmington, Delaware, United States
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Top 5%
Drake Petersen, CFA Senior Business Analyst at SS&C Innovest-
Chicago, Illinois, United States
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Top 10%
Overview
SS&C Innovest’s forward-thinking technology solutions are the choice of many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and Philanthropic organizations. Its scalable and robust cloud-based technology stack supports AUA in trust accounting and wealth management, retirement accounts, collective funds, payments and statements, and tax forms. The Managed Services offering also provides comprehensive back- and middle-office services to organizations around the country. SS&C Innovest is also the largest provider of fiduciary Unique Asset accounting, management and outsourcing services in the country, covering assets including Oil, Gas, Minerals, Real Estate, Closely-Held Businesses, and Farms. Seamless integrations into SS&C products such as the Black Diamond Wealth®, Salentica® CRM’s and more ensure that your firm is able to leverage the power of the complete SS&C ecosystem. For more information, contact us at (800) 727-0605 or info@advent.com.
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