Business Details
16 Years
experience
Wealth Management Technology Solutions
Innovest Systems has been at the forefront of delivering innovative technology solutions for wealth management firms since 2010. Our expertise lies in providing scalable, cloud-based tools that streamline operations, modernize client experiences, and simplify fiduciary responsibilities for trust companies, wealth managers, and fiduciaries. With a focus on configurability and security, our platform integrates advanced CRM, dynamic reporting, and specialized tools for managing unique assets like oil & gas interests and real estate. Our team combines deep industry knowledge with cutting-edge technology to empower businesses with back-office support, payment processing, and performance reporting tailored to their specific needs.We are committed to delivering excellence through unmatched support, secure workflows, and solutions designed to drive growth while maintaining compliance with regulatory standards. Our proven track record with clients like Inspire Trust Company demonstrates our ability to enhance operational efficiency and client satisfaction through fully integrated managed services.
Services
Trust Services
Wealth Management
CRM Solutions
Payment Processing
Managed Services
Accounting & Reporting
Performance Reporting
Unique Asset Management
Details
- Year established: 2010
Highlights and features
- We offer cloud-based, highly configurable tools for trust and wealth management.
- Our platform integrates secure workflows and advanced CRM capabilities.
- We specialize in handling complex assets like oil & gas and real estate.
- We provide tailored back-office support and payment processing solutions.
- Our team delivers unmatched support for scalable growth in fiduciary services.
Services
Trust Services
Our Trust Services provide comprehensive tools for trust companies to modernize operations and client engagement. Features include real-time accounting, regulatory compliance, and customizable reporting. These solutions help fiduciaries streamline workflows while maintaining security and scalability for growing practices.
Wealth Management
Wealth Management solutions integrate CRM, portfolio management, and client portals to enhance advisory services. Our platform supports personalized reporting, tax compliance, and multi-currency capabilities. These tools empower firms to deliver tailored financial strategies for high-net-worth clients efficiently.
Payment Processing
Payment Processing services handle high-volume distributions for qualified and non-qualified plans. Features include tax calculations, ACH/wire processing, and reconciliation workflows. This system ensures accuracy and compliance for fiduciaries managing complex payment requirements at scale.
Managed Services
Managed Services offer outsourced back-office support for custody processing, income reconciliation, and client reporting. Firms can customize solutions while retaining control over key operations. This service reduces overhead costs and improves efficiency for wealth management businesses.
Unique Asset Management
Unique Asset Management handles complex holdings like oil & gas interests and real estate. Our platform provides specialized accounting, oversight, and reporting for non-traditional investments. This service enables fiduciaries to maximize returns through expert management of illiquid assets.
Questions
What services does Black Diamond Wealth Solutions offer?
We provide trust accounting, CRM, payment processing, and wealth management tools tailored for fiduciaries and wealth managers.
How does the platform support trust companies?
Our Trust Suite offers configurable tools for compliance, reporting, and client engagement designed specifically for trust businesses.
Can the system handle unique financial assets?
Yes, we specialize in managing complex assets like oil & gas interests and real estate through dedicated modules.
Is the platform scalable for growing firms?
Our cloud-based system is highly configurable to support scalable growth while maintaining secure workflows.
What back-office support options are available?
We offer customizable managed services for custody processing, income reconciliation, and client reporting needs.
