A friend in the business
Being a trust professional is all about relationships; taking the time to listen, consult, advise and guide. It’s true for you, and it’s true for us. 

We forge relationships with clients. You talk, we listen. And we build software solutions that meet your needs today, and anticipate what you’ll need tomorrow. As you grow, we grow right alongside you, and support you.

Listen. Learn. Make it better.
Unlike others, we never view our software as a finished product. It has to evolve with your needs.

That was true in 1992, when our innovative spirit led us to developing the trust industry’s first Windows-based, automated performance management system. It was true five years later when we introduced real-time trust accounting software. And again when we launched our subsidiary, Retirement Direct, a smart employee benefit (401(k)/PSP) recordkeeping solution.

Since then, we’ve continued to enhance our products and services with input from the people who use them everyday. Big improvements, small tweaks, and everything in between — all designed to enable trust professionals to focus more on their clients.

From the ground up. That’s how we’ve built our company. It’s how we build our software. And it’s how we build each relationship with our clients. 

Trusted focus
Committed relationships and a spirit of innovation have helped us build the best all-around trust accounting software in the market. It’s efficient, robust, scalable, and modular.

Infovisa is privately owned by a family-owned bank holding company that serves financial clients all across the country. Our national headquarters are in Cornelius, North Carolina, and we have offices in Denver, Colorado and Lincoln, Nebraska. Today Infovisa serves more than 165 clients nationwide. We proudly do not offshore any jobs — our development and our associates are all 100% U.S.-based.

That’s who we are, and what we do. If you’re ready to put our Trusted Focus to work for you, we’d love to chat.