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Infovisa

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Serving customers since
1992
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MAUI

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MAUI® is a comprehensive trust accounting software suite developed by Infovisa, Inc., designed to streamline the operations of trust professionals. Built from the ground up with an intuitive, Windows-based interface, MAUI eliminates the need for complex codes and offers real-time processing capabilities. Its robust reporting tools and customizable, role-based dashboards enhance efficiency and accuracy in day-to-day trust management tasks. Available as both an in-house solution and through MAUI Cloud Services, this platform adapts to various organizational needs, providing a scalable and user-friendly experience. Key Features and Functionality: - User-Friendly Interface: MAUI's design eliminates the need for learning and re-learning codes, offering simple account opening and maintenance with integrated CRM, clear navigation, and customizable dashboards. - Real-Time Processing: The system ensures data is always up-to-date with automatic, immediate updates and real-time error checking, enhancing operational efficiency. - Advanced Reporting Tools: MAUI provides powerful reporting capabilities, including the ability to produce reports for specific dates, integrated automated modeling for mutual funds, and built-in performance measurement reporting. - Modular Design: The platform offers additional modules such as MAUI Investment Manager for real-time portfolio modeling and rebalancing, and Account Review & Risk Manager (ARRM for streamlined account reviews. Primary Value and Solutions Provided: MAUI addresses the complexities of trust accounting by offering a unified, real-time processing system that enhances accuracy and efficiency. Its intuitive interface reduces the learning curve for trust professionals, while the robust reporting tools and customizable dashboards provide comprehensive insights into trust operations. By integrating various functionalities into a single platform, MAUI eliminates the need for multiple third-party applications, thereby reducing costs and simplifying workflows. The availability of cloud services further ensures scalability and flexibility, allowing organizations to adapt to changing needs without significant infrastructure investments.

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Cornelius, US

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What is Infovisa?

Infovisa is an industry leader in providing innovative software solutions for trust and wealth management firms. The company specializes in offering comprehensive and customizable systems designed to streamline operations, enhance client services, and ensure accuracy and efficiency in managing sophisticated financial portfolios. Infovisa's flagship product, the MAUI platform, integrates advanced technology with user-friendly interfaces to facilitate trust accounting, financial planning, and reporting tasks. The company is committed to improving the financial management experience through continuous updates and dedicated customer support.

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Year Founded
1992