{
  "slug": "infovisa-inc",
  "name": "Infovisa, Inc.",
  "description": "Infovisa provides comprehensive real-time wealth management and trust accounting software solutions, including the EMPIRE Wealth Management Platform and MAUI Trust Accounting Software, designed for trust accounting professionals, wealth management firms, community banks, and trust departments to manage complex financial operations, integrate workflows, and ensure regulatory compliance.",
  "url": "https://optimly.ai/brand/infovisa-inc",
  "websiteUrl": "https://infovisa.com/",
  "logoUrl": "https://logo.clearbit.com/infovisa.com",
  "baiScore": 42.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Back-Office Software",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-10T02:56:21.954Z",
  "verifiedVitals": {
    "website": "https://infovisa.com",
    "category": "Financial Technology, Trust Accounting Software, Wealth Management Software",
    "what_it_does": "Infovisa, Inc. provides comprehensive real-time wealth management solutions and trust accounting software. Their offerings include integrated workflows, CRM, sales tracking, investment management, principal and income accounting, and robust regulatory reporting. The company also offers trust operations outsourcing services through its subsidiary, Infovisa Wealth Services, LLC.",
    "core_product": "The core products of Infovisa, Inc. are the EMPIRE Wealth Management Platform and MAUI Trust Accounting Software.",
    "parent_ownership": "Infovisa, Inc. is privately owned by a family-owned bank holding company.",
    "named_competitors": [
      "Innovest",
      "Vestmark",
      "Advisor Software Inc."
    ]
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1789898596111
}