Innotrust, acquired by SS&C in 2020 as part of Innovest Systems, is a comprehensive administrative, operations, investment, and tax reporting product suite developed with growth, integration, and data security in mind. Software & managed services designed for the client markets you serve now and in the future.

Setting Up Your Daily Innotrust Update

User Setup

It is recommended that a dedicated Salentica user be set up on Innotrust for use by Data Broker. The new user can be created by any firm user with an Administrator role. This user will be separate from what is used for the iFrames/Real-time Data. The user can be set up with any role, no particular access to the Innotrust site is required. The user should have access to all accounts the client wants fed to Data Broker. A naming convention that indicates the user's purpose (i.e. Salentica Innotrust User) is recommended. When a new user is set up the firm must log in to the Innotrust site using the credentials to set up the user, ensuring that any and all terms and conditions have been satisfied before authentication in Broker.

User Permission

The recommended option at the account level is to remove the accounts from the user permissions on Innotrust. As stated above, the Innotrust user is not required to have a specific role. Admin users on the Innotrust platform are always given all account access. Users with different roles can be given access to specific accounts individually.

Setting Up Real-Time Controls

User Access to Real-Time Controls

The Real-Time Controls will use the individual user's credentials to access contextual data from Innotrust. No special setup is required. The Real-Time controls will only give access to accounts which the user has access to in Innotrust. If a user doesn’t have access to the account, no information will be provided.

Real-Time Controls

Real-Time controls will need to be added to the page/form layouts in a convenient place for ease of access.

Added via the Lightning Page Editor:

Daily Bulk Load Data Available

The following data is loaded in bulk by the daily Data Broker upload process:

• Account Title

• Valuation Date

• Market Value

• Principal

• Income