{"id":"FR1821933307","name":"Trust & Wealth Management Solutions","provider":"Innovest Systems, LLC","providerSlug":"innovest-systems-llc","status":"FedRAMP Authorized","impact":"Moderate","authType":"Agency","authDate":"2019-04-23","serviceModel":["SaaS"],"deployment":"Government Community Cloud","businessFunctions":[""],"assessor":"Schellman Compliance, LLC","assessorId":"136571","smallBusiness":true,"website":"https://www.innovestsystems.com/","description":"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.","logo":"https://www.fedramp.gov/assets/img/logos/CSP_logos/Innovest%20Logo.png","inMarketplace":true,"agencies":["22-017-07"],"reuseCount":0,"leverages":["F1603047866","MSO365MT"],"leveragedBy":[],"timeline":[{"date":"2018-06-13","to":"Agency Authorization In Process","certType":"Rev5"},{"date":"2019-01-24","to":"FedRAMP In Process","certType":"Rev5"},{"date":"2019-04-23","to":"FedRAMP Certified","certType":"Rev5"}],"cr26":{"type":"Rev5","ocrOverdue":false,"valid":true,"findings":[{"level":"warning","message":"no UEI number; include it if you have one","rule":"CDS-CSO-PUB"},{"level":"warning","message":"no business category listed","rule":"CDS-CSO-PUB"},{"level":"warning","message":"no trust center link; CR26 requires one with access instructions","rule":"CDS-CSO-UTC"},{"level":"warning","message":"no link to secure configuration guidance","rule":"SCG-CSO-RSC"},{"level":"warning","message":"no next Ongoing Certification Report date","rule":"CDS-CSO-PUB"},{"level":"warning","message":"no service list; CR26 requires the services in scope","rule":"CDS-CSO-SVC"},{"level":"warning","message":"no documentation overview (repositories) listed","rule":"CDS-CSO-PUB"}],"assessor":"Schellman Compliance, LLC"},"sponsor":"22-017-07","trustCenterCheck":null}