Trust accounting software with real-time reporting and portfolio management
Infovisa builds MAUI, a trust accounting platform serving financial professionals. The tech stack reveals a hybrid enterprise architecture: Microsoft-heavy on the office and infrastructure side (Office 365, SQL Server, Active Directory, VMware), paired with a modern web application layer (C#, ASP.NET MVC, Entity Framework, PostgreSQL, Azure Pipelines). This split suggests they're managing both legacy trust workflows and a contemporary SaaS delivery model. Hiring remains lean (ops-focused, minimal velocity) while the pain-point list—legacy modernization, segregation of duties, SLA compliance—points to core regulatory and operational hardening rather than feature expansion.
Infovisa develops trust accounting software for wealth management, fiduciary, and institutional trust professionals. MAUI is their flagship application, built to reduce manual reporting overhead and enable advisors to focus on client counsel. The platform includes portfolio management, document handling, investment account reviews, a client portal, mobile app, and integrated CRM. Infovisa was founded in 1992 and operates as a privately held firm with 11–50 employees based in Cornelius, NC. The company has maintained stability with minimal recent hiring movement, indicating a mature, stable customer base rather than aggressive growth mode.
Infovisa's stack spans C#, ASP.NET MVC, Entity Framework on the application layer; SQL Server and PostgreSQL for databases; Azure Pipelines for CI/CD; and Microsoft 365 and Office for enterprise infrastructure. VMware and AWS provide compute and hosting.
Infovisa is based in Cornelius, North Carolina and was founded in 1992. The company operates as a privately held firm with 11–50 employees.
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