• 8/26/2011

  - INFOVISA Unveils Automated Account Reviews As Latest Product Offering
  The Account Review & Risk Manager product by INFOVISA® enables wealth management firms to
  complete automated administrative and investment (commonly called “Reg. 9”) reviews. The review
  forms can be completely customized to fit the needs of each client, and also feature embedded system
  questions to increase automation. ( read more )
  
  

• 9/16/2010

  - Agreement Provides Comprehensive Securities Class Action Claims Filing Solution for Infovisa Customers
  Securities class action settlements have become a major part of the financial landscape. Over $32 billion have been distributed in the last five years—and due to recent market turmoil, it is estimated that $200 billion will be distributed to claimants over the next decade. ( read more )
  
  

• 8/19/2010

  - Agreement Provides Electronic Income Reallocation Solution to Trust Banks
  Cornelius, NC based INFOVISA today announced its strategic agreement with Lake Success, NY - based Broadridge Financial Solutions, Inc. (NYSE: BR) to bring electronic income reallocation capabilities to users of the MAUI Trust Accounting System. ( read more )
  
  

MOKAN Trust & Financial Services Conference
5/11/2011 - 5/13/2011
Kansas City, KS

MATRIX Get Connected
8/21/2011 - 8/24/2011
Keystone, CO

Florida Bankers Wealth Management Conference
9/19/2011 - 9/20/2011
Orlando, FL

Iowa Trust Conference
10/6/2011 - 10/7/2011
Ankeny, IA

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5/24/2011 - 7/27/2011