News
Infovisa Extends Relationship with Fifth Third Institutional Services for Mutual Fund Trading
9/16/2022 - Infovisa announces new, robust mutual fund interface with Fifth Third Institutional Services. Read More
Arkansas Banking Institution Completes Remote Implementation of MAUI
5/29/2022 - Financial technology leader Infovisa® today announced the successful dual implementation of their MAUI trust accounting platform in a total remote approach at a bank in Arkansas this past April 1st. Read More
Infovisa Unveils Portfolio Management Updates at Annual Client Conference
9/25/2018 - Infovisa held its 20th annual client conference in Scottsdale, September 10 through September 12. Read More
Infovisa Establishes Trust Operations Outsourcing Company
7/24/2018 - Infovisa, Inc., a leading provider of trust and wealth management software solutions, has established a new company to provide trust operations outsourcing services. Read More
Bank & Trust Company Partners with Infovisa
4/18/2018 - Bank & Trust of Litchfield, IL selected Infovisa's wealth solutions to propel growth. Read More
Infovisa Announces New Client Portal, Enhancements at Annual Client Conference
10/2/2017 - Infovisa hosted its 19th annual client conference in Chicago, September 20 through September 22. Read More
Infovisa and Total Bank Solutions Announce Strategic Partnership
7/25/2017 - Partnership expands options for FDIC insured cash sweeps. Read More
Infovisa and KCG Announce Strategic Partnership
5/18/2017 - Partnership expands solutions for trade execution quality in Equities, ETFs and Options Read More
Infovisa to Deliver Morningstar ByAllAccounts Aggregation Services
8/15/2016 - Infovisa today announced an agreement with Morningstar, Inc. to provide its Morningstar ByAllAccounts account aggregation services to its client base. Read More
Infovisa Announces Partnership with Unique Asset Partners
11/1/2015 - Infovisa today announced that it has launched a partnership with Unique Asset Partners LLC (UAP) to provide "unique asset" services. Read More
INFOVISA Partners with Reich & Tang to Deliver FDIC Insured Sweep Alternative
10/7/2015 - Infovisa today announced that it has partnered with Reich & Tang to offer an FDIC insured cash solution to its client base. Read More
FolioDynamix and INFOVISA Partner to Break down Technology Silos in Bank and Trust Wealth Management
8/28/2015 - Joint interface will enable bank and trust firms to seamlessly share information between Infovisa trust accounting system and FolioDynamix portfolio management platform. Read More
INFOVISA Creates Document Management Integration for Trust Accounting Clients
12/22/2014 - Cornelius, NC based Infovisa has created a new document management integration for clients of its trust accounting solution, MAUI®. Using the document management system, Infovisa clients are able to upload documents for viewing within the MAUI system. Read More
INFOVISA Adds CAPIS as Trade Execution Partner
12/17/2014 - Infovisa, a leading provider of data processing systems and related services for bank trust departments and independent trust companies today announced they have added Capital Institutional Services, Inc. (CAPIS) as an execution broker on their MAUI platform. Read More
INFOVISA Unveils Mobile App for the Community Bank Trust Market
10/30/2013 - Infovisa has unveiled a dedicated mobile app called TRUSTtrak® for customers of its trust accounting clients. TRUSTtrak is currently available as a dedicated downloadable application for both iOS and Android devices. Read More
CCH Trust US and INFOVISA Partner to Offer Fiduciary Tax Reporting Alternative to Clients
8/6/2013 - CCH Trust US (Trust US) and Infovisa have combined efforts to provide expanded resources to Infovisa customers. Clients using Infovisa's MAUI trust accounting solution will now have access to the CCH Trust US product for tax and fiduciary reporting. Read More
INFOVISA Unveils Automated Account Reviews As Latest Product Offering
8/26/2011 - The Account Review & Risk Manager product by Infovisa enables wealth management firms to complete automated administrative and investment (commonly called “Reg. 9”) reviews. Read More