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Fintech Integration Marketplace / Wealth Management / Portfolio Accounting

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Infovisa

Infovisa is a leader in trust accounting software. We develop applications that let trust accounting professionals focus less on running reports and more on providing counsel for their clients.

Our flagship software, MAUI®, features an intuitive design and powerful, real-time reporting. Trust professionals can also customize MAUI using a robust set of modules, ensuring that the software is tailored to the needs of their department and their clients.

We’ve built the most advanced trust accounting application from the ground up, using the constant input of industry pros. Our team is comprised of experts with decades of experience in the trust industry, and we’re continuously improving every facet of MAUI.

Website

https://www.infovisa.com/

Contacts

trustedfocus@infovisa.com

https://www.linkedin.com/company/infovisa-inc-/

https://twitter.com/InfovisaInc

Infovisa
  • MAUIWeb
    Unparalleled online reporting and account access.
  • Document Management
    Scan and store documents in a secure, separate SQL database.
  • MAUI Cloud Services
    Host MAUI software on your company’s servers, or let us take care of it for you.
  • MAUI Investment Manager
    Model and rebalance accounts with real-time processing.
  • Account Review & Risk Manager (ARRM)
    Review accounts easily with this web-based application.
Infovisa

Companies that integrate with Infovisa

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

FinFolio
FinFolio
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
#Portfolio Accounting #Billing #Rebalancing #Trading #Portfolio Reporting
RedBlack Software
RedBlack
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
#Rebalancing #Trading #Investment Research

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Infovisa

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