Institutional
Power Up Your Investment Strategies
Our intuitive no-code platform empowers you to create and implement strategies effortlessly. Try our award-winning investment research platform today!

Why partner with Inovestor?
Inovestor provides institutional investors with essential tools and data for refining winning strategies. From stock rankings to backtesting, our solutions empower precise and confident decision-making:
- Point-in-Time Data Integrity: Eliminate look-ahead bias with accurate, time-sensitive datasets.
- Advanced Stock Ranking Tools: Screen and rank stocks efficiently with sophisticated metrics.
- Sophisticated Backtesting Capabilities: Validate strategies under real-world market conditions.
- Customized Strategic Support: Tailored solutions aligned with unique investment objectives.
Our Services
Stock Ranking & Screening
Identify the best opportunities in the market with customizable ranking criteria and data-backed insights:
- Prioritize stocks based on your strategy.
- Filter and screen equities efficiently.
- Develop a shortlist of top-performing assets.
Backtesting with Point-in-Time Data
Identify the best opportunities in the market with customizable ranking criteria and data-backed insights:
- Simulate historical scenarios with precision
- Assess strategy robustness across various market conditions
- Minimize risks by validating ideas before implementation
Advanced Market Analytics
Enhance your analysis and decision-making processes:
- Identify unique investment opportunities effortlessly.
- Refine portfolio allocation strategies with data-driven insights.
Expert Strategic Support
Enhance your analysis and decision-making:
- Partner with our portfolio managers to design active investment strategies aligned with your mandates.
- Leverage our quantitative expertise to maximize our tools’ effectiveness.
Build the right strategies for your clients

Build strategies
Bespoke Investment Strategies
Leverage our no-code platform to create and refine investment strategies tailored to your clients’ objectives:
- Modify existing strategies or start from scratch using 6000+ variables.
- Utilize an advanced stock selection system for data-driven decision-making.
- Access a curated Comprehensive Buy List (Screener) with top-performing stocks from U.S. and Canadian markets.
- Apply a Sophisticated Scoring System to optimize portfolio selection.
- Customize investment strategies with tailored formulas for unique financial goals.


Backtest
Backtesting with Precision and Confidence
Validate strategies with real-world conditions:
- Leverage exhaustive historical data dating back to 1985 (Canada) and 1993 (U.S.).
- Customize portfolio construction rules, rebalancing frequency, and weighting schemes.
- Evaluate strategy effectiveness through In-Depth Performance Analysis and alpha generation metrics.
- Optimize strategies by identifying key strengths and areas for improvement.


Link your portfolio
Seemless Portfolio Integration
Live model portfolios automate and enhance investment management:
- Automated Rules: Mirror strategy rules in a live paper portfolio.
- Effortless Trade Automation: Eliminate manual trade execution.
- Real-Time Notifications: Stay informed with daily trade alerts by email.
- Customizable Client Portfolios: Adapt portfolios to specific client needs.
- Daily Tracking: Monitor performance and trades in real time.


Create Reports & Analytics
Advanced Reporting & Analytics
Unveil deep insights with robust reporting tools:
- In-Depth Performance Metrics for evaluating strategy effectiveness.
- Backtest Historical Transaction Review to understand past decisions.
- Portfolio Holdings & Sector Allocation to align strategies with investment goals.
- Factor-Based Analysis to assess strategies through quantitative insights.
- Stock-Specific Analysis to clarify decision-making criteria.


Build strategies
Bespoke Investment Strategies
Leverage our no-code platform to create and refine investment strategies tailored to your clients’ objectives:
- Modify existing strategies or start from scratch using 6000+ variables.
- Utilize an advanced stock selection system for data-driven decision-making.
- Access a curated Comprehensive Buy List (Screener) with top-performing stocks from U.S. and Canadian markets.
- Apply a Sophisticated Scoring System to optimize portfolio selection.
- Customize investment strategies with tailored formulas for unique financial goals.


Backtest
Backtesting with Precision and Confidence
Validate strategies with real-world conditions:
- Leverage exhaustive historical data dating back to 1985 (Canada) and 1993 (U.S.).
- Customize portfolio construction rules, rebalancing frequency, and weighting schemes.
- Evaluate strategy effectiveness through In-Depth Performance Analysis and alpha generation metrics.
- Optimize strategies by identifying key strengths and areas for improvement.


Link your portfolio
Seemless Portfolio Integration
Live model portfolios automate and enhance investment management:
- Automated Rules: Mirror strategy rules in a live paper portfolio.
- Effortless Trade Automation: Eliminate manual trade execution.
- Real-Time Notifications: Stay informed with daily trade alerts by email.
- Customizable Client Portfolios: Adapt portfolios to specific client needs.
- Daily Tracking: Monitor performance and trades in real time.


Create Reports & Analytics
Advanced Reporting & Analytics
Unveil deep insights with robust reporting tools:
- In-Depth Performance Metrics for evaluating strategy effectiveness.
- Backtest Historical Transaction Review to understand past decisions.
- Portfolio Holdings & Sector Allocation to align strategies with investment goals.
- Factor-Based Analysis to assess strategies through quantitative insights.
- Stock-Specific Analysis to clarify decision-making criteria.

Transform Your Investment Process Today
Schedule a demo today and discover how Inovestor can enhance your ability to screen, rank, and test strategies for maximum impact.