Section 8.4 - Register entry
DOC-REF: FRC-MKT-FR1821933307
Trust & Wealth Management Solutions
Innovest Systems, LLC lists Trust & Wealth Management Solutions on the FedRAMP Marketplace with the status FedRAMP Certified, at Moderate impact, on the Agency path under the Rev5 process. Package FR1821933307, read from the marketplace feed as of September 3, 2026.
Section A. Register entry
What the marketplace records
- FedRAMP package ID
- FR1821933307
- Cloud service provider
- Innovest Systems, LLC
- Certification status
- FedRAMP Certified
- Impact level
- Moderate
- Certification class
- Class C (Moderate)
- Authorization path
- Agency
- Certification type
- Rev5
- Marketplace phase
- Ongoing Certification
- Deployment model
- Government Community Cloud
- Register snapshot
- September 3, 2026
- Service model
- SaaS
- Independent assessor
- Schellman Compliance, LLC
- Certification date
- April 23, 2019
- Status date
- April 23, 2019
- Annual assessment
- January 24, 2011
- Agency authorizations
- 1
- Small business
- Flagged on the marketplace record
- Milestones on record
- 3
The marketplace carries Trust & Wealth Management Solutions under package FR1821933307 with 18 recorded fields. Its certification date is April 23, 2019. Schellman Compliance, LLC is named as the independent assessor, with an annual assessment date of January 24, 2011. 1 agency is listed as having authorized it, among them Bureau of Trust Funds Administration. It is delivered as SaaS on a government community cloud. Innovest Systems, LLC is flagged as a small business on the record.
Section B. Milestones
3 entries in the marketplace event log
Most recent first, as recorded by FedRAMP.
| Date | Category | Recorded |
|---|---|---|
| April 23, 2019 | Status Change | Status changed from PMO Review to FedRAMP Certified |
| January 24, 2019 | Status Change | Status changed from Agency Review to FedRAMP In Process |
| June 13, 2018 | Status Change | Status set to Agency Authorization In Process |
Section C. Cost context
What reaching Moderate costs
Our own published ranges for a provider going through this level. Nothing here is a figure this provider has disclosed.
Cost context
Budget for a Moderate authorization
Our published planning range for a provider pursuing Moderate. It is not a figure any listed provider has disclosed.
Read the FedRAMP Moderate cost guide / annual assessment cost / continuous monitoring cost
Path
Agency Authorization is the route for 578 of the offerings on the marketplace. Our cost pages put it at $800,000 to $2,000,000 over 12 to 18 months for Moderate. Agency authorization cost
Assessment and monitoring
An annual assessment date of January 24, 2011 is on the record, and that assessment recurs for as long as the package stays listed. Annual assessment cost / continuous monitoring cost
Section E. Agencies on the record
1 agency listed against this package
As published on the marketplace. An agency named here has issued its own authorization to operate; FedRAMP does not issue ATOs itself.
- Bureau of Trust Funds Administration
Section G. Nearest entries on the register
Comparable offerings
Scored on impact level, path, status, shared business categories and how close the two entries sit in the register's own timeline.
- Recruitment Assessments and Video Interviewing
HireVue
FedRAMP Certified, Moderate impact, Agency path, Rev5, certified May 10, 2019.
- Saviynt Enterprise Identity Cloud (EIC)
Saviynt, Inc.
FedRAMP Certified, Moderate impact, Agency path, Rev5, certified March 1, 2019.
- GoRPM
R&K Solutions, Inc
FedRAMP Certified, Moderate impact, Agency path, Rev5, certified August 6, 2019.
- Zscaler Internet Access - Government (Secure Web Gateway - vTIC)
Zscaler, Inc.
FedRAMP Certified, Moderate impact, Agency path, Rev5, certified December 14, 2018.
- Splunk Cloud Platform for FedRAMP Moderate
Splunk
FedRAMP Certified, Moderate impact, Agency path, Rev5, certified October 11, 2019.
Section H. Description
As published on the marketplace
The provider's own description of the service, reproduced from the FedRAMP feed without edits.
A browser-based, highly secure, integrated, real-time trust accounting and wealth management platform offered in a multi-currency Software as a Service (SaaS) environment.
Next step
What the same authorization would cost you
The worksheet turns an impact level, an existing security posture and an organization size into a line-by-line budget, with the 3PAO fee split out.
Provenance and independence
Source: the FedRAMP Marketplace product feed, produced by the General Services Administration. The feed's own last-change stamp is September 3, 2026; this copy was taken on September 5, 2026.
GSA's disclaimers page states that FedRAMP content about a specific commercial product or service is provided for the information and convenience of the public and “does not constitute endorsement, recommendation, or favoring by the General Services Administration”. A listing here is a record of a certification status, not a judgment about the product.
FedRAMPCost.com is an independent cost reference. We are not affiliated with FedRAMP, the GSA, any provider listed on this page, or any assessment organization, and no provider pays to appear in this register.