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.

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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.

Find the right solution for your practice.

Explore our packages today!

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:

“Our team is very satisfied with the Inovestor software: both for searching investment ideas and for the monitoring of our positions. A great added value for the management of our portfolios! Thank you!”

Mathilde S.

Associate Investment Advisor - National Bank Financial

“I am very satisfied with the Inovestor/Stockpointer software! I have been a user of this software for about 20 years and all the people I have dealt with at Inovestor have been very accommodating. I am very happy with the software which, like my practice, is constantly evolving. Thank you, Inovestor.”

Gervais C.

Investment Advisor - Industrial Alliance Securities

“I have used the Inovestor software professionally for many years. The software has proven to be an extremely useful screening tool and source of historic data. They have been very responsive to requests and provide timely assistance. I highly recommend Inovestor as a valuable aid in security analysis.”

Michael S.

President at Sprung Investment Management Inc.

“I have been using Inovestor’s software for many years and have found it to be extremely helpful. I use it daily in my financial advisory practice. It helps me not only to identify investment opportunities, but also guides me away from less desirable investments. I am very pleased with the software and the support from the team at Inovestor and would recommend it to any investor!”

Neil F.

Portfolio Manager, Echelon Wealth Partners

“Portfolio compliancy processes at the branch and firm levels could be much more productive and efficient if PfScan was used throughout the orgnazation.”

Bergeron

Portfolio Manager

“Just recently I did a PfScan for one of our largest clients – they were so impressed, not only did they approve all of our suggestions within the portfolio, other clients have since called wanting to see a PfScan of their own portfolio!”

Misener, Talbet

Portfolio Manager

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Experience the Inovestor Platforms

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