About us
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. At Infovisa, we focus on you, so you can focus on your clients. That’s Trusted Focus.
- Website
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http://www.infovisa.com
External link for Infovisa, Inc.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Cornelius, NC
- Type
- Privately Held
- Founded
- 1992
- Specialties
- Trust accounting Software, Portfolio Management System, Document Management, Investment and Administrative Account Reviews, Client Portal, Client Mobile Application, Performance Measurement, Mutual Fund Modeling, Common Trust Fund Processing, and Integrated CRM
Locations
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Primary
Get directions
11120 Treynorth Drive
Cornelius, NC 28036, US
Employees at Infovisa, Inc.
Updates
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We are looking forward to seeing everyone at the 2025 Tri-State Trust Conference. Make sure to stop by the Infovisa booth to chat with Josh Severns and Michael Bovi about the next generation of trust technology. Whether you're looking to streamline operations, enhance client experiences, or just curious about what's coming next in trust solutions — we've got insights you won't want to miss. ✅ Come see what’s new ✅ Ask questions ✅ Explore how technology is reshaping the future of trust and wealth management 📍 Find us at the Infovisa booth — we’d love to connect!
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We're excited to once again sponsor and support our clients attending this year's Trust Advisors Forum next week in Pinehurst! If you're attending, be sure to connect with Luke McCloskey and Josh Severns—they’d love to share how Infovisa continues to deliver real-time, innovative wealth management and trust accounting solutions that drive value for our clients. See you there! #TrustAdvisorsForum #WealthManagement #TrustAccounting
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Infovisa is excited to announce that we have entered into a partnership with QUODD to provide end-of-day pricing and securities valuations! Quodd has a deep understanding of the trust and wealth management space and is positioned to deliver reliable content to Infovisa’s growing client base.