Financial Web Solutions
Build, Grow and Monetize your Apps and Websites with Inovestor.
source of financial info
Connect to the broadest source of financial information available today.
EXCLUSIVE CONTENT
Exclusive content from Inovestor and access to complex analytics and wealth management services.
SINGLE PLATFORM
Market data, fundamental data, wealth management, and trading workflows in a single platform.
Inovestor offers a broad range of products, data and services to help financial institutions improve their capabilities and bottom line. With our unique position, we can serve as the ideal partner, from data provider to tailor-made applications. Additionally, we are SOC2 compliant, providing peace of mind to our clients.
Wealthtech Solutions
Client Portal
Impress your clients
Connecting with existing PMS and account aggregation, we offer a unique customer experience to your clients, enhanced with live market data and news with global coverage.
Client Portal
Impress your clients
Connecting with existing PMS and account aggregation, we offer a unique customer experience to your clients. Enhanced with live market data, news with global coverage.
Create stunning financial website
We help you build your financial website from A to Z.
Fast: Our solutions are built on a modern platform, resulting to faster response time. We use the latest HTML5 to provide you with magnificent features.
Secure: Market Insights is built with security in mind, using OWASP’s best practices. You can rely on us to keep your data safe.
Easy integration: Market Insights has a solution that fits every need, from raw APIs to fully managed products.
Create stunning financial website
We help you build your financial website from A to Z.
Fast: Our solutions are built on a modern platform leading to faster response time. We use the latest HTML5 to provide you with magnificent features.
Secure: Market Insights is built with security in mind using OWASP’s best practices. You can rely on us to keep your data safe.
Easy integration: Market Insights has a solution that fits every need, from raw APIs to fully managed products.
Advisor Portal
Bring the best research to your advisors
With our award-winning research platform, we can feed your advisor portal with actionable and compliant research and analytics that helps your advisors improve their communications to their clients.
Advisor Portal
Bring the best research to your advisors
With our award-winning research platform, we can feed your advisor portal with actionable and compliant research and analytics that helps your advisors improve their communications to their clients.
Client Portal
Engage prospects and customers effectively
Our Center gives you access to professional presentation materials where compliance and marketing guidelines are widespread. You can distribute institutional products or your own in a standardized manner. The product can be linked to Salesforce or the back office to manage users and roles, client’s information and model portfolios. This gives you endless possibilities and total control on what is provided to your customers and prospects.
Client Portal
Engage prospects and customers effectively
Our Center gives you access to professional presentations material where the compliance and marketing guidelines are widespread. You can distribute institutional products or your own in a standardized manner. The product can be linked to Salesforce or back office to manage users and roles, client’s information and model portfolios. This gives you endless possibilities and total control on what is provided to your customers and prospects.
Trading Simulator
The Closest to The Real Thing
The same engine that drives our Professional Series portfolios serves as the backbone of the trading simulator. Just like a trading application, it uses FIX protocol and complex algorithm to calculate margin requirements. It is the most advanced simulator on the market. The simulator is used by academics to help train the students and is currently live on the Montreal Exchange and TMX websites.
Trading Simulator
The Closest to The Real Thing
The same engine that drives our Professional Series portfolios, serves as the backbone of the trading simulator. Just like a trading application, it uses FIX protocol and complex algorithm to calculate margin requirements. It is the most advanced simulator on the market. The simulator is used by academics to help train the students and is currently live on the Montreal Exchange and TMX websites.
IPO Center
Distribute investment products internally and externally
The IPO center is a full-featured application, allowing firms to increase speed and efficiency to distribute IPO internally. Inovestor manages all aspects of the IPO offering until the first day of trading. Manage distribution and allocation to your financial advisors and/or customers.
Just like the IPO center, the New Issues Center displays deals while simultaneously allowing you to present second or additional offerings. This product is more customizable than the IPO center while providing the same standardization. The New Issue Center can be displayed in the Inovestor for Advisors Enterprise Edition.
IPO Center
Distribute investment products internally and externally
The IPO center is a full-featured application, allowing firms to increase speed and efficiency to distribute IPO internally. Inovestor manages all aspects of the IPO offering until the first day of trading. Manage distribution and allocation to your financial advisors and/or customers.
Just like the IPO center, the New Issues Center displays deals while simultaneously allowing you to present second or more offerings. This product is more customizable than the IPO center while providing the same standardization. The New Issue Center can be displayed in the Inovestor for Advisors Enterprise Edition.
Intranet / Compliance
Make audits almost fun
Through most of our applications, we ensure that every activity can be audited at any point in time. We allow you to track portfolio managers, traders, and other roles.
Our dashboard allows users to generate usage reports, regulatory filings, and audit trail communications with prospects and customers.
Intranet/ Compliance
Make audits almost fun
Through most of our applications, we ensure that every activity can be audited at any point in time. We allow you to track portfolio managers, traders and other roles.
Our dashboard allows User to generate usage reports, regulatory filings and audit trail communications with prospects and customers.
Client Portal
Impress your clients
Connecting with existing PMS and account aggregation, we offer a unique customer experience to your clients, enhanced with live market data and news with global coverage.
Client Portal
Impress your clients
Connecting with existing PMS and account aggregation, we offer a unique customer experience to your clients. Enhanced with live market data, news with global coverage.
Create stunning financial website
We help you build your financial website from A to Z.
Fast: Our solutions are built on a modern platform, resulting to faster response time. We use the latest HTML5 to provide you with magnificent features.
Secure: Market Insights is built with security in mind, using OWASP’s best practices. You can rely on us to keep your data safe.
Easy integration: Market Insights has a solution that fits every need, from raw APIs to fully managed products.
Create stunning financial website
We help you build your financial website from A to Z.
Fast: Our solutions are built on a modern platform leading to faster response time. We use the latest HTML5 to provide you with magnificent features.
Secure: Market Insights is built with security in mind using OWASP’s best practices. You can rely on us to keep your data safe.
Easy integration: Market Insights has a solution that fits every need, from raw APIs to fully managed products.
Advisor Portal
Bring the best research to your advisors
With our award-winning research platform, we can feed your advisor portal with actionable and compliant research and analytics that helps your advisors improve their communications to their clients.
Advisor Portal
Bring the best research to your advisors
With our award-winning research platform, we can feed your advisor portal with actionable and compliant research and analytics that helps your advisors improve their communications to their clients.
Client Portal
Engage prospects and customers effectively
Our Center gives you access to professional presentation materials where compliance and marketing guidelines are widespread. You can distribute institutional products or your own in a standardized manner. The product can be linked to Salesforce or the back office to manage users and roles, client’s information and model portfolios. This gives you endless possibilities and total control on what is provided to your customers and prospects.
Client Portal
Engage prospects and customers effectively
Our Center gives you access to professional presentations material where the compliance and marketing guidelines are widespread. You can distribute institutional products or your own in a standardized manner. The product can be linked to Salesforce or back office to manage users and roles, client’s information and model portfolios. This gives you endless possibilities and total control on what is provided to your customers and prospects.
Trading Simulator
The Closest to The Real Thing
The same engine that drives our Professional Series portfolios serves as the backbone of the trading simulator. Just like a trading application, it uses FIX protocol and complex algorithm to calculate margin requirements. It is the most advanced simulator on the market. The simulator is used by academics to help train the students and is currently live on the Montreal Exchange and TMX websites.
Trading Simulator
The Closest to The Real Thing
The same engine that drives our Professional Series portfolios, serves as the backbone of the trading simulator. Just like a trading application, it uses FIX protocol and complex algorithm to calculate margin requirements. It is the most advanced simulator on the market. The simulator is used by academics to help train the students and is currently live on the Montreal Exchange and TMX websites.
IPO Center
Distribute investment products internally and externally
The IPO center is a full-featured application, allowing firms to increase speed and efficiency to distribute IPO internally. Inovestor manages all aspects of the IPO offering until the first day of trading. Manage distribution and allocation to your financial advisors and/or customers.
Just like the IPO center, the New Issues Center displays deals while simultaneously allowing you to present second or additional offerings. This product is more customizable than the IPO center while providing the same standardization. The New Issue Center can be displayed in the Inovestor for Advisors Enterprise Edition.
IPO Center
Distribute investment products internally and externally
The IPO center is a full-featured application, allowing firms to increase speed and efficiency to distribute IPO internally. Inovestor manages all aspects of the IPO offering until the first day of trading. Manage distribution and allocation to your financial advisors and/or customers.
Just like the IPO center, the New Issues Center displays deals while simultaneously allowing you to present second or more offerings. This product is more customizable than the IPO center while providing the same standardization. The New Issue Center can be displayed in the Inovestor for Advisors Enterprise Edition.
Intranet / Compliance
Make audits almost fun
Through most of our applications, we ensure that every activity can be audited at any point in time. We allow you to track portfolio managers, traders, and other roles.
Our dashboard allows users to generate usage reports, regulatory filings, and audit trail communications with prospects and customers.
Intranet/ Compliance
Make audits almost fun
Through most of our applications, we ensure that every activity can be audited at any point in time. We allow you to track portfolio managers, traders and other roles.
Our dashboard allows User to generate usage reports, regulatory filings and audit trail communications with prospects and customers.
Why us?
Flexible delivery
Cost Efficient
