Glenn Schmidt

Innovest Systems LLC is engaged in the provision of web-based accounting and asset reporting software platforms for trust managers, global custodians, and not-for-profit institutions. The company was founded in 2000 and is headquartered in New York, NY.

FIS Data Systems, Inc. engages in the provision of software and technology services. Its services include consulting, management, and professional. The company was founded by John M. Ryan on June 29, 1982 and is headquartered in Wayne, PA.

J.P. Morgan FCS Corp. provides financial software services for management, administration, reporting and risk analysis. The company was founded in 2004 and is headquartered in Dallas, TX.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Innovest ASI provides financial technology solutions to forward-thinking trust, wealth management and retirement professionals. The firm’s product, InnoTrust delivers a multi-currency trust accounting and custody system offered in a SaaS model. It provides fulfillment services for documents including checks, advices and tax forms. The company was founded in 2013 and is headquartered in New York, NY.

Petrodata Business Systems, Inc. is a private company that specializes in managing unique assets and life insurance policies. Petrodata Business Systems is based in Arlington, TX. The company offers tools and services to administer and manage these assets, including real estate, oil & gas, notes and mortgages, closely held corporations, farm & ranch, family offices, and life insurance trusts. The foundation of the company is their Trust Asset Management System Software, which has been in use for over 30 years.