Welcome,
CPMS users!
Same Features. Same Strategies. Same Data.
Inovestor has been trusted by Morningstar to build a platform that is up to your standards, with a user-friendly touch!
Welcome,
CPMS users!
Same Features. Same Strategies. Same Data.
Inovestor has been trusted by Morningstar to build a platform that is up to your standards, with a user-friendly touch!
Product Release Timeline
Onboarding Process
Our main objective is to make this transition as effortless and seamless as possible for you and your team.
To achieve that, we will lay out the onboarding process step by step, ruling out any confusion that you might have.
STEP 1
We will reach out to you and have a one-on-one discussion about the transition.
STEP 2
Book one of the four weekly training sessions with our experts and receive an Outlook invitation confirming your reservation.
STEP 3
Activate your Inovestor license, and take it for a test drive.
STEP 4
Compare it with your existing CPMS platform which will run simultaneously for a limited time.
STEP 5
We would like to hear back from you! If you do not reach out within the first 14 days, we will make sure to contact you.
STEP 6
When you're ready, we will activate your new Inovestor license.
Meet us!
Who we are
Does Inovestor Sound Familiar?
Perhaps names like Stockpointer and Stockguide may ring a bell?
As one of the leaders in North American Equity research, and with over 23 years in the business,
our team at Inovestor is more than capable of ensuring your journey from CPMS is a smooth one.
To learn more about us, check out the link below:
