Infovisa Unveils Portfolio Management Updates at Annual Client Conference
Infovisa held its 20th annual client conference in Scottsdale, September 10 through September 12.
Infovisa Establishes Trust Operations Outsourcing Company
Infovisa, Inc., a leading provider of trust and wealth management software solutions, has established a new company to provide trust operations outsourcing services.
Bank & Trust Company Partners with Infovisa
Bank & Trust of Litchfield, IL selected Infovisa's wealth solutions to propel growth.
Infovisa Announces New Client Portal, Enhancements at Annual Client Conference
Infovisa hosted its 19th annual client conference in Chicago, September 20 through September 22.
Infovisa and Total Bank Solutions Announce Strategic Partnership
Partnership expands options for FDIC insured cash sweeps.
Infovisa and KCG Announce Strategic Partnership
Partnership expands solutions for trade execution quality in Equities, ETFs and Options
Infovisa Hires National Sales Executive
Infovisa, today announced that it has further strengthened the resources of its growing team by adding David Batrich as a National Sales Executive.
Infovisa to Deliver Morningstar ByAllAccounts Aggregation Services
Infovisa today announced an agreement with Morningstar, Inc. to provide its Morningstar ByAllAccounts account aggregation services to its client base.
Infovisa Announces Partnership with Unique Asset Partners
Infovisa today announced that it has launched a partnership with Unique Asset Partners LLC (UAP) to provide "unique asset" services.
INFOVISA Partners with Reich & Tang to Deliver FDIC Insured Sweep Alternative
Infovisa today announced that it has partnered with Reich & Tang to offer an FDIC insured cash solution to its client base.
FolioDynamix and INFOVISA Partner to Break down Technology Silos in Bank and Trust Wealth Management
Joint interface will enable bank and trust firms to seamlessly share information between Infovisa trust accounting system and FolioDynamix portfolio management platform.
INFOVISA Creates Document Management Integration for Trust Accounting Clients
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.
INFOVISA Adds CAPIS as Trade Execution Partner
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.
INFOVISA Unveils Mobile App for the Community Bank Trust Market
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.
CCH Trust US and INFOVISA Partner to Offer Fiduciary Tax Reporting Alternative to Clients
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.
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.