enterprise | Robo Advisor Engine

Robo Advisory,
Reimagined for Institutions

15+

Years of excellence

100%

Customizable

Tier-1

Enterprise Clients

Inovestor's cloud-native robo engine has been powering portfolios—long before robo was cool
request a demo
RoboAdvisor

ROBO CAPABILITIES

A Powerful Engine Under the Hood

Advisor + Client Ready

Supports direct, hybrid, and B2B2C deployments. One platform that adapts to your business model, not the other way around.

Unmatched Flexibility

limitless ability to adapt investment stategy to suit your need.

Proposal/IPS Engine

Generate compliant investment proposals and match policy statements automatically

40+ Model Marketplace

Off the shelf access to curated investment models with over 15 years of track record.

KYC/Compliance Workflows

Built-in compliance with Canadian regulatory requirements

Automated Rebalancing

Intelligent rebalancing with tax-loss harvesting and drift tolerance controls

Built before robo was cool

Platform Launch

First to market with digital wealth solutions.

Market Resilience

Handled financial crisis without downtime.

Robo Revolution

Expanded automated advisory capabilities

Cloud Native

Full cloud migration completed

AI Integration

Next-gen intelligence layer deployed

One Platform, Multiple Deployments

Choose the deployment model that fits your business

Direct-to-Client Robo

Full white-label robo platform for direct consumer offerings

Key Features

- Self-serve onboarding with KYC automation
- Goal-based investment planning
- Automated portfolio construction
- Client mobile and web portals
Discuss with us

Advisor-Assisted Platform

Empower advisors with digital tools while maintaining the human touch

Key Features

- Advisor dashboard with client overview
- Proposal and IPS generation
- Model assignment and overrides
- Compliance workflow integration
- Client collaboration tools
Discuss with us

Embedded Brokerage

Plug robo capabilities into your existing trading infrastructure

Key Features

- API-first architecture
- Order generation and routing
- Real-time position sync
- Multi-custodian support
- Flexible widget embedding
Discuss with us

Enterprise Transformation

Modernize legacy systems with a cloud-native core

Key Features

- Legacy system integration
- phased migration support
- Enterprise security compliance
- Custom workflow design
- Dedicated success team
Discuss with us

Trusted by Industry Leaders

“The platform allowed us to deliver consistent, model-driven portfolios across hundreds of client accounts with minimal operational overhead. Rebalancing, monitoring, and reporting are automated, which has materially improved both compliance oversight and advisor efficiency.”
Testimonial_Avatar
Managing DirectorWealth Management Firm
“What stood out was the depth of the investment process behind the robo experience. Clients benefit from professionally designed models and transparent methodology, while our team retains confidence in governance, risk controls, and repeatability.”
Testimonial_Avatar
Head of Digital AdviceNational Brokerage
“From onboarding to ongoing portfolio management, the robo platform streamlined every step. Clients appreciate the clarity and consistency, and our advisors have reclaimed significant time previously spent on manual portfolio maintenance.”
Testimonial_Avatar
Portfolio ManagerAdvisory Firm
Inovestor logo

Ready to See it in action?

Join the institutions that have already transformed their wealth platforms with Inovestor's battle-tested robo engine.

Book A Demo