Case Study

“If quality and reliability of data are what matter most to you, there isn’t another provider out there that can deliver on that the way ACD does.”

“If quality and reliability of data are what matter most to you, there isn’t another provider out there that can deliver on that the way ACD does.”

Acquired by SS&C in May 2020, SS&C Innovest, is a third-party provider of wealth management technology solutions and managed services for banks and trust companies. More than 50 client firms use its flagship InnoTrust platform for portfolio and trust accounting, trade order management, transaction processing, client communication, compliance and more. “Pretty much everything that has to do with managing a wealth account,” says Gretchen Goode, Innovest’s VP of Business Integrations. “We were actually the first trust accounting platform in the cloud—before it was even called the cloud.”

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