Company Information

Get to know Infovisa, Inc.

Founded in 1991, Infovisa, Inc. specializes in developing and providing comprehensive technology solutions and services for financial institutions such as banks, trust companies, and wealth management firms. Their core offerings include trust accounting systems, wealth management platforms, and digital client portals, designed to streamline operations, enhance reporting, and improve the client experience. The company's flagship platform, MAUI®, integrates various aspects of wealth management into a single, real-time system. In 2023, Infovisa was acquired by Savant Wealth Management to further enhance its technological capabilities.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Infovisa, Inc.

United States

Founded in

1992 (34 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.