Innovate Your Investments with Inovestor: Smarter Tools for Smarter Decisions
Your one-stop solution for cutting-edge financial tools, research platforms, and analytics designed for advisors, portfolio managers, and financial institutions.







Platforms
Choose from our pre-build equity strategies or create your own. Receive daily emails to notify any changes in your strategy.

Trade Ideas
Generate and expand on portfolio management approaches using screeners, Scorecards, and strategies.

Portfolio Tracker
Build or upload your model portfolio, analyze and track its performance, and manage it with your strategy

Know your Product
Discover valuable research and insights through detailed company scorecards and comprehensive Know Your Product (KYP) reports.
What Sets Inovestor Apart?
Purpose-Built for Financial Professionals
Inovestor’s tools are designed specifically for advisors, portfolio managers, and institutions, ensuring a seamless fit for your workflow.


Data You Can Trust
With over 25 years of experience, Inovestor delivers high-quality, real-time data that financial professionals rely on for accuracy and reliability.
Actionable Insights, Instantly
Proprietary scoring models and analytics transform complex data into clear, actionable insights to help you make informed decisions faster.


Comprehensive and Scalable Solutions
Whether you’re a boutique advisory firm or a global institution, Inovestor’s tools scale to meet your needs.
Tailored Solutions for Financial Professionals

For Advisors and Potfolio Managers
Streamline client communication with automated reporting and advanced analytics.

For Investment Managers and Fund Managers
Optimize portfolios and mitigate risk with proprietary scoring models and simulation tools.

For Financial Institutions and Broker-Dealers
Scale your operations with robust, enterprise-grade fintech tools and products used by the largest financial institutions.
What Our Clients Say:

Mathilde S.
Associate Investment Advisor - National Bank Financial

Gervais C.
Investment Advisor - Industrial Alliance Securities

Michael S.
President at Sprung Investment Management Inc.

Neil F.
Portfolio Manager, Echelon Wealth Partners

Bergeron
Portfolio Manager

Misener, Talbet
Portfolio Manager

Experience the Inovestor Platforms
See firsthand how Inovestor’s solutions can streamline your processes and enhance your results.
