Institutional
Your Vision, Our Tools, Limitless possibilities.
Build, customize, and trust strategies for your clients’ success.
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Build the right strategies for your clients
Build strategies
Backtest
Link to your portfolio
Create reports & analytics
![](https://www.inovestor.com/wp-content/uploads/2023/09/icon-Strategies-1.png)
Build strategies
Build strategies
Start from scratch or build off of existing strategies.
![](https://www.inovestor.com/wp-content/uploads/2023/09/build-strategies-1.png)
![](https://www.inovestor.com/wp-content/uploads/2023/09/icon-Strategies-1.png)
Build strategies
Backtest
Prove your returns using 30+ years of Backtest.
![](https://www.inovestor.com/wp-content/uploads/2023/09/Compare_Performance-1.png)
![](https://www.inovestor.com/wp-content/uploads/2023/09/icon-Strategies-1.png)
Build strategies
Link to your portfolio
Save time and identify tradable stocks by seamlessly linking strategies with portfolios.
![](https://www.inovestor.com/wp-content/uploads/2023/09/Link_to_portfolio-1.png)
![](https://www.inovestor.com/wp-content/uploads/2023/09/icon-Strategies-1.png)
Build strategies
Create reports and analytics
Generate compliance reports and analytics from your portfolio.
![](https://www.inovestor.com/wp-content/uploads/2023/09/Create_Reports__analytics-1.png)
Build strategies
![](https://www.inovestor.com/wp-content/uploads/2023/09/icon-Strategies-1.png)
Build strategies
Build strategies
Start from scratch or build off of existing strategies.
![](https://www.inovestor.com/wp-content/uploads/2023/09/build-strategies-1.png)
Backtest
![](https://www.inovestor.com/wp-content/uploads/2023/09/icon-Strategies-1.png)
Build strategies
Backtest
Prove your returns using 30+ years of Backtest.
![](https://www.inovestor.com/wp-content/uploads/2023/09/Compare_Performance-1.png)
Link to your portfolio
![](https://www.inovestor.com/wp-content/uploads/2023/09/icon-Strategies-1.png)
Build strategies
Link to your portfolio
Save time and identify tradable stocks by seamlessly linking strategies with portfolios.
![](https://www.inovestor.com/wp-content/uploads/2023/09/Link_to_portfolio-1.png)
Create reports & analytics
![](https://www.inovestor.com/wp-content/uploads/2023/09/icon-Strategies-1.png)
Build strategies
Create reports and analytics
Generate compliance reports and analytics from your portfolio.
![](https://www.inovestor.com/wp-content/uploads/2023/09/Create_Reports__analytics-1.png)
Financial statement metrics updated daily, guaranteed!
![](https://www.inovestor.com/wp-content/uploads/2023/09/guaranteed-4.png)
6000+ variables & you can create your own variables!
![Variables image](https://www.inovestor.com/wp-content/uploads/2023/09/variables-4.png)
Proprietary analytics: stock ranking and calculations!
![](https://www.inovestor.com/wp-content/uploads/2023/09/analytics-3.png)
Financial statement metrics updated daily, guaranteed!
![](https://www.inovestor.com/wp-content/uploads/2023/09/guaranteed-4.png)
6000+ variables & you can create your own variables!
![Variables image](https://www.inovestor.com/wp-content/uploads/2023/09/variables-4.png)
Proprietary analytics: stock ranking and calculations!
![](https://www.inovestor.com/wp-content/uploads/2023/09/analytics-3.png)
Let's get started!
Contact an Account Executive.
Contact an Account Executive.