{"id":50536,"date":"2023-09-28T19:23:06","date_gmt":"2023-09-28T19:23:06","guid":{"rendered":"https:\/\/www.inovestor.com\/?page_id=50536"},"modified":"2026-05-11T12:02:49","modified_gmt":"2026-05-11T17:02:49","slug":"institutional-strategies","status":"publish","type":"page","link":"https:\/\/www.inovestor.com\/en-ca\/institutional-strategies\/","title":{"rendered":"Institutional License"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"50536\" class=\"elementor elementor-50536\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4a6a55c9 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"4a6a55c9\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-1264794f\" data-id=\"1264794f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6d776c0 elementor-widget elementor-widget-heading\" data-id=\"6d776c0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h5 class=\"elementor-heading-title elementor-size-default\">Professional | Institutional license<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-389f80fa elementor-widget-tablet__width-inherit elementor-widget-mobile__width-inherit elementor-widget elementor-widget-heading\" data-id=\"389f80fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Power Up Your Investment Strategies<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-871544f elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"871544f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Our intuitive no-code platform empowers you to create and implement strategies effortlessly. Try our award-winning investment research platform today!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-41c218ba elementor-hidden-mobile\" data-id=\"41c218ba\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3fa12610 elementor-widget elementor-widget-image\" data-id=\"3fa12610\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"534\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/05\/Cover-institutional-1024x683.png\" class=\"attachment-large size-large wp-image-55939\" alt=\"Inovestor-institutional\" srcset=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/05\/Cover-institutional-1024x683.png 1024w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/05\/Cover-institutional-300x200.png 300w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/05\/Cover-institutional-768x512.png 768w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/05\/Cover-institutional.png 1200w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-aee037f e-flex e-con-boxed e-con e-parent\" data-id=\"aee037f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f21f2a0 elementor-widget elementor-widget-heading\" data-id=\"f21f2a0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What is the Institutional License?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5d26304 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"5d26304\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The Inovestor Institutional license empowers financial institutions and investment professionals to <strong>build, customize, and validate sophisticated investment strategies with institutional-grade tools and data<\/strong>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1f8531f e-flex e-con-boxed e-con e-parent\" data-id=\"1f8531f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-06c39b8 elementor-widget elementor-widget-heading\" data-id=\"06c39b8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why partner with Inovestor?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e1f42af elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"e1f42af\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Inovestor provides institutional investors with essential tools and data for refining winning strategies. From stock rankings to backtesting, our solutions empower precise and confident decision-making:\u200b<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-455fe53 e-flex e-con-boxed e-con e-parent\" data-id=\"455fe53\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-6b532f8 e-grid e-con-full e-con e-child\" data-id=\"6b532f8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div data-dce-background-color=\"#E6F0FF1A\" class=\"elementor-element elementor-element-ccc9201 e-con-full e-flex e-con e-child\" data-id=\"ccc9201\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3aa4a78 elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"3aa4a78\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-database\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M448 73.143v45.714C448 159.143 347.667 192 224 192S0 159.143 0 118.857V73.143C0 32.857 100.333 0 224 0s224 32.857 224 73.143zM448 176v102.857C448 319.143 347.667 352 224 352S0 319.143 0 278.857V176c48.125 33.143 136.208 48.572 224 48.572S399.874 209.143 448 176zm0 160v102.857C448 479.143 347.667 512 224 512S0 479.143 0 438.857V336c48.125 33.143 136.208 48.572 224 48.572S399.874 369.143 448 336z\"><\/path><\/svg>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-80c47ff elementor-widget elementor-widget-heading\" data-id=\"80c47ff\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Point-in-Time Data Integrity<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-691bee6 elementor-widget elementor-widget-text-editor\" data-id=\"691bee6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Eliminate look-ahead bias with accurate, time-sensitive datasets.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-dce-background-color=\"#E6F0FF1A\" class=\"elementor-element elementor-element-c0f0b9f e-con-full e-flex e-con e-child\" data-id=\"c0f0b9f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d6863b2 elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"d6863b2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-sort-amount-down\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M304 416h-64a16 16 0 0 0-16 16v32a16 16 0 0 0 16 16h64a16 16 0 0 0 16-16v-32a16 16 0 0 0-16-16zm-128-64h-48V48a16 16 0 0 0-16-16H80a16 16 0 0 0-16 16v304H16c-14.19 0-21.37 17.24-11.29 27.31l80 96a16 16 0 0 0 22.62 0l80-96C197.35 369.26 190.22 352 176 352zm256-192H240a16 16 0 0 0-16 16v32a16 16 0 0 0 16 16h192a16 16 0 0 0 16-16v-32a16 16 0 0 0-16-16zm-64 128H240a16 16 0 0 0-16 16v32a16 16 0 0 0 16 16h128a16 16 0 0 0 16-16v-32a16 16 0 0 0-16-16zM496 32H240a16 16 0 0 0-16 16v32a16 16 0 0 0 16 16h256a16 16 0 0 0 16-16V48a16 16 0 0 0-16-16z\"><\/path><\/svg>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dc64259 elementor-widget elementor-widget-heading\" data-id=\"dc64259\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Advanced Stock Ranking Tools<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a2e7775 elementor-widget elementor-widget-text-editor\" data-id=\"a2e7775\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Screen and rank stocks efficiently with sophisticated metrics.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-dce-background-color=\"#E6F0FF1A\" class=\"elementor-element elementor-element-7d547fa e-con-full e-flex e-con e-child\" data-id=\"7d547fa\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a3cbe46 elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"a3cbe46\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chart-line\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M496 384H64V80c0-8.84-7.16-16-16-16H16C7.16 64 0 71.16 0 80v336c0 17.67 14.33 32 32 32h464c8.84 0 16-7.16 16-16v-32c0-8.84-7.16-16-16-16zM464 96H345.94c-21.38 0-32.09 25.85-16.97 40.97l32.4 32.4L288 242.75l-73.37-73.37c-12.5-12.5-32.76-12.5-45.25 0l-68.69 68.69c-6.25 6.25-6.25 16.38 0 22.63l22.62 22.62c6.25 6.25 16.38 6.25 22.63 0L192 237.25l73.37 73.37c12.5 12.5 32.76 12.5 45.25 0l96-96 32.4 32.4c15.12 15.12 40.97 4.41 40.97-16.97V112c.01-8.84-7.15-16-15.99-16z\"><\/path><\/svg>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9379ee9 elementor-widget elementor-widget-heading\" data-id=\"9379ee9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Sophisticated Backtesting Capabilities<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-65097ee elementor-widget elementor-widget-text-editor\" data-id=\"65097ee\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Validate strategies under real-world market conditions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-dce-background-color=\"#E6F0FF1A\" class=\"elementor-element elementor-element-88a024a e-con-full e-flex e-con e-child\" data-id=\"88a024a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d2b437c elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"d2b437c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-star\" viewBox=\"0 0 576 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z\"><\/path><\/svg>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-57a4ba1 elementor-widget elementor-widget-heading\" data-id=\"57a4ba1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Customized Strategic Support<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a4f3964 elementor-widget elementor-widget-text-editor\" data-id=\"a4f3964\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Tailored solutions aligned with unique investment objectives.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-51fc319 e-flex e-con-boxed e-con e-parent\" data-id=\"51fc319\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-99dbddb elementor-widget elementor-widget-heading\" data-id=\"99dbddb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Our Services<\/h2>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-90e21a6 e-con-full e-grid e-con e-child\" data-id=\"90e21a6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-2e50be4 e-con-full e-flex e-con e-child\" data-id=\"2e50be4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-b3a499e e-con-full e-flex e-con e-child\" data-id=\"b3a499e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ec41c7d elementor-widget elementor-widget-heading\" data-id=\"ec41c7d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Stock Ranking &amp; Screening\u200b<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b38383b elementor-widget elementor-widget-image\" data-id=\"b38383b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"768\" height=\"349\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-StockScreener-3-768x349.png\" class=\"attachment-medium_large size-medium_large wp-image-55905\" alt=\"Inovestor-PRO-StockScreener\" srcset=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-StockScreener-3-768x349.png 768w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-StockScreener-3-300x136.png 300w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-StockScreener-3-1024x466.png 1024w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-StockScreener-3.png 1355w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-518d570 elementor-widget elementor-widget-text-editor\" data-id=\"518d570\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Identify the best opportunities in the market with customizable ranking criteria and data-backed insights:\u200b<\/p><ul><li>Prioritize stocks based on your strategy.<\/li><li>Filter and screen equities efficiently.<\/li><li>Develop a shortlist of top-performing assets.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e7e4c79 e-con-full e-flex e-con e-child\" data-id=\"e7e4c79\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-92f80f5 e-con-full e-flex e-con e-child\" data-id=\"92f80f5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9ee70bf elementor-widget elementor-widget-heading\" data-id=\"9ee70bf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Backtesting with Point-in-Time Data\u200b<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f4df8c9 elementor-widget elementor-widget-image\" data-id=\"f4df8c9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"768\" height=\"349\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-Backtest-1-768x349.png\" class=\"attachment-medium_large size-medium_large wp-image-55908\" alt=\"Inovestor-PRO-Backtest\" srcset=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-Backtest-1-768x349.png 768w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-Backtest-1-300x136.png 300w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-Backtest-1-1024x466.png 1024w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-Backtest-1.png 1355w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-664b9ca elementor-widget elementor-widget-text-editor\" data-id=\"664b9ca\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<ul><li>Simulate historical scenarios with precision\u00a0<\/li><li>Assess strategy robustness across various market conditions<\/li><li>Minimize risks by validating ideas before implementation<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-253d2f6 e-con-full e-flex e-con e-child\" data-id=\"253d2f6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-7d8ef7b e-con-full e-flex e-con e-child\" data-id=\"7d8ef7b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5bd6726 elementor-widget elementor-widget-heading\" data-id=\"5bd6726\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Advanced Market Analytics\u200b<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9f1ac30 elementor-widget elementor-widget-image\" data-id=\"9f1ac30\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"349\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-Advanced_market_analytics-768x349.png\" class=\"attachment-medium_large size-medium_large wp-image-55911\" alt=\"Inovestor-PRO-Advanced_market_analytics\" srcset=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-Advanced_market_analytics-768x349.png 768w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-Advanced_market_analytics-300x136.png 300w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-Advanced_market_analytics-1024x466.png 1024w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-Advanced_market_analytics.png 1355w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-be75ca0 elementor-widget elementor-widget-text-editor\" data-id=\"be75ca0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span lang=\"EN-CA\">Enhance your analysis and decision-making processes:<\/span><\/p><ul><li>Identify unique investment opportunities effortlessly.<\/li><li>Refine portfolio allocation strategies with data-driven insights.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cc70c7c e-con-full e-flex e-con e-child\" data-id=\"cc70c7c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-561c714 e-con-full e-flex e-con e-child\" data-id=\"561c714\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cafc8ac elementor-widget elementor-widget-heading\" data-id=\"cafc8ac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Expert Strategic Support<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-49265e8 elementor-widget elementor-widget-image\" data-id=\"49265e8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"349\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-Expert_Strategic_Support-768x349.png\" class=\"attachment-medium_large size-medium_large wp-image-55914\" alt=\"Inovestor-PRO-Expert_Strategic_Support\" srcset=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-Expert_Strategic_Support-768x349.png 768w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-Expert_Strategic_Support-300x136.png 300w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-Expert_Strategic_Support-1024x466.png 1024w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/04\/PRO-Expert_Strategic_Support.png 1355w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-abe043f elementor-widget elementor-widget-text-editor\" data-id=\"abe043f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<ul><li>Partner with our portfolio managers to design active investment strategies aligned with your mandates.<\/li><li>Leverage our quantitative expertise to maximize our tools&#8217; effectiveness.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-708c394 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"708c394\" data-element_type=\"section\" data-e-type=\"section\" id=\"investmentresearch\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-9c495f9\" data-id=\"9c495f9\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0741bfd elementor-widget elementor-widget-heading\" data-id=\"0741bfd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Build the right strategies for your clients<\/h2>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3615e3c elementor-hidden-tablet elementor-hidden-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3615e3c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c22600d\" data-id=\"c22600d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-76c6093 elementor-widget elementor-widget-jet-tabs\" data-id=\"76c6093\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;tabs_position&quot;:&quot;top&quot;}\" data-widget_type=\"jet-tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\n\t\t<div class=\"jet-tabs jet-tabs-position-top jet-tabs-fade-effect \" data-settings=\"{&quot;activeIndex&quot;:0,&quot;event&quot;:&quot;click&quot;,&quot;autoSwitch&quot;:false,&quot;autoSwitchDelay&quot;:3000,&quot;ajaxTemplate&quot;:false,&quot;tabsPosition&quot;:&quot;top&quot;,&quot;switchScrolling&quot;:false,&quot;switchScrollingOffset&quot;:0}\">\n\t\t\t\t\t\t<div class=\"jet-tabs__control-wrapper\" role=\"tablist\">\n\n                                    <div id=\"jet-tabs-control-1241\" class=\"jet-tabs__control jet-tabs__control-icon-left elementor-menu-anchor active-tab \" data-tab=\"1\" tabindex=\"0\" role=\"tab\" aria-controls=\"jet-tabs-content-1241\" aria-expanded=\"true\" data-template-id=\"50574\"><div class=\"jet-tabs__control-inner\"><div class=\"jet-tabs__label-text\">Build strategies<\/div><\/div><\/div><div id=\"jet-tabs-control-1242\" class=\"jet-tabs__control jet-tabs__control-icon-left elementor-menu-anchor  \" data-tab=\"2\" tabindex=\"0\" role=\"tab\" aria-controls=\"jet-tabs-content-1242\" aria-expanded=\"false\" data-template-id=\"50587\"><div class=\"jet-tabs__control-inner\"><div class=\"jet-tabs__label-text\">Backtest<\/div><\/div><\/div><div id=\"jet-tabs-control-1243\" class=\"jet-tabs__control jet-tabs__control-icon-left elementor-menu-anchor  \" data-tab=\"3\" tabindex=\"0\" role=\"tab\" aria-controls=\"jet-tabs-content-1243\" aria-expanded=\"false\" data-template-id=\"50599\"><div class=\"jet-tabs__control-inner\"><div class=\"jet-tabs__label-text\">Link your portfolio<\/div><\/div><\/div><div id=\"jet-tabs-control-1244\" class=\"jet-tabs__control jet-tabs__control-icon-left elementor-menu-anchor  \" data-tab=\"4\" tabindex=\"0\" role=\"tab\" aria-controls=\"jet-tabs-content-1244\" aria-expanded=\"false\" data-template-id=\"50613\"><div class=\"jet-tabs__control-inner\"><div class=\"jet-tabs__label-text\">Create reports &amp; analytics<\/div><\/div><\/div>\n                    \t\t\t    <\/div>\n\t\t\t<div class=\"jet-tabs__content-wrapper\">\n\t\t\t\t<div id=\"jet-tabs-content-1241\" class=\"jet-tabs__content active-content\" data-tab=\"1\" role=\"tabpanel\" aria-hidden=\"false\" data-template-id=\"50574\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"50574\" class=\"elementor elementor-50574\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-683912cb elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"683912cb\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-7b2f962d\" data-id=\"7b2f962d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-70eb2829 elementor-widget elementor-widget-image\" data-id=\"70eb2829\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"60\" height=\"60\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/icon-Strategies-1.png\" class=\"attachment-full size-full wp-image-50568\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-19dfd34e elementor-widget elementor-widget-text-editor\" data-id=\"19dfd34e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Build strategies<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-68fac5c elementor-widget elementor-widget-heading\" data-id=\"68fac5c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Bespoke Investment Strategies<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4b4cf09a elementor-widget elementor-widget-text-editor\" data-id=\"4b4cf09a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Leverage our no-code platform to create and refine investment strategies tailored to your clients&#8217; objectives:<\/p>\n<ul>\n<li>Modify existing strategies or start from scratch using <strong>6000+ variables.<\/strong><\/li>\n<li>Utilize an advanced stock selection system for data-driven decision-making.<\/li>\n<li>Access a curated <strong>Comprehensive Buy List (Screener)<\/strong> with top-performing stocks from U.S. and Canadian markets.<\/li>\n<li>Apply a <strong>Sophisticated Scoring System<\/strong> to optimize portfolio selection.<\/li>\n<li>Customize investment strategies with tailored formulas for unique financial goals.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-71641f7d\" data-id=\"71641f7d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2871ceb1 elementor-widget elementor-widget-image\" data-id=\"2871ceb1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"591\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/build-strategies-1.png\" class=\"attachment-full size-full wp-image-50571\" alt=\"\" srcset=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/build-strategies-1.png 870w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/build-strategies-1-300x204.png 300w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/build-strategies-1-768x522.png 768w\" sizes=\"(max-width: 870px) 100vw, 870px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/div><div id=\"jet-tabs-content-1242\" class=\"jet-tabs__content \" data-tab=\"2\" role=\"tabpanel\" aria-hidden=\"true\" data-template-id=\"50587\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"50587\" class=\"elementor elementor-50587\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-43d25e5b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"43d25e5b\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-2bec54e6\" data-id=\"2bec54e6\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-77358f7b elementor-widget elementor-widget-image\" data-id=\"77358f7b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"60\" height=\"60\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/icon-Strategies-1.png\" class=\"attachment-full size-full wp-image-50568\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-46201382 elementor-widget elementor-widget-text-editor\" data-id=\"46201382\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Backtest<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3e31f546 elementor-widget elementor-widget-heading\" data-id=\"3e31f546\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Backtesting with Precision and Confidence<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3da1030a elementor-widget elementor-widget-text-editor\" data-id=\"3da1030a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Validate strategies with real-world conditions:<\/p>\n<ul>\n<li><b>Leverage <\/b>exhaustive<b>&nbsp;<\/b>historical data dating back to 1985 (Canada) and 1993 (U.S.).<\/li>\n<li><b>Customize<\/b> portfolio construction rules, rebalancing frequency, and weighting schemes.<\/li>\n<li><b>Evaluate <\/b>strategy effectiveness through In-Depth Performance Analysis and alpha generation metrics.<\/li>\n<li><strong>Optimize <\/strong>strategies by identifying key strengths and areas for improvement.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-77da4214\" data-id=\"77da4214\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-714c0e56 elementor-widget elementor-widget-image\" data-id=\"714c0e56\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"591\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Compare_Performance-1.png\" class=\"attachment-full size-full wp-image-50584\" alt=\"\" srcset=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Compare_Performance-1.png 870w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Compare_Performance-1-300x204.png 300w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Compare_Performance-1-768x522.png 768w\" sizes=\"(max-width: 870px) 100vw, 870px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/div><div id=\"jet-tabs-content-1243\" class=\"jet-tabs__content \" data-tab=\"3\" role=\"tabpanel\" aria-hidden=\"true\" data-template-id=\"50599\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"50599\" class=\"elementor elementor-50599\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-747f1fac elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"747f1fac\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-744ed92a\" data-id=\"744ed92a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4ab8449c elementor-widget elementor-widget-image\" data-id=\"4ab8449c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"60\" height=\"60\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/icon-Strategies-1.png\" class=\"attachment-full size-full wp-image-50568\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3b36f63a elementor-widget elementor-widget-text-editor\" data-id=\"3b36f63a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Link your portfolio<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4376b928 elementor-widget elementor-widget-heading\" data-id=\"4376b928\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Seemless Portfolio Integration<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-24aeef7 elementor-widget elementor-widget-text-editor\" data-id=\"24aeef7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Live model portfolios automate and enhance investment management:<\/p><ul><li><strong>Automated Rules:<\/strong> Mirror strategy rules in a live paper portfolio.<\/li><li><strong>Effortless Trade Automation:<\/strong> Eliminate manual trade execution.<\/li><li><strong>Real-Time Notifications:<\/strong> Stay informed with daily trade alerts by email.<\/li><li><strong>Customizable Client Portfolios:<\/strong> Adapt portfolios to specific client needs.<\/li><li><strong>Daily Tracking:<\/strong> Monitor performance and trades in real time.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-56d44c22\" data-id=\"56d44c22\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7b9531c4 elementor-widget elementor-widget-image\" data-id=\"7b9531c4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"591\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Link_to_portfolio-1.png\" class=\"attachment-full size-full wp-image-50596\" alt=\"\" srcset=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Link_to_portfolio-1.png 870w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Link_to_portfolio-1-300x204.png 300w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Link_to_portfolio-1-768x522.png 768w\" sizes=\"(max-width: 870px) 100vw, 870px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/div><div id=\"jet-tabs-content-1244\" class=\"jet-tabs__content \" data-tab=\"4\" role=\"tabpanel\" aria-hidden=\"true\" data-template-id=\"50613\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"50613\" class=\"elementor elementor-50613\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4e710c98 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4e710c98\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-4b92e86f\" data-id=\"4b92e86f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-507dfa9 elementor-widget elementor-widget-image\" data-id=\"507dfa9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"60\" height=\"60\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/icon-Strategies-1.png\" class=\"attachment-full size-full wp-image-50568\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-576e4a0 elementor-widget elementor-widget-text-editor\" data-id=\"576e4a0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Create Reports &amp; Analytics<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-60de9527 elementor-widget elementor-widget-heading\" data-id=\"60de9527\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Advanced Reporting &amp; Analytics<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3992979b elementor-widget elementor-widget-text-editor\" data-id=\"3992979b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Unveil deep insights with robust reporting tools:<\/p><ul><li><strong>In-Depth Performance Metrics<\/strong> for evaluating strategy effectiveness.<\/li><li><strong>Backtest Historical Transaction Review<\/strong> to understand past decisions.<\/li><li><strong>Portfolio Holdings &amp; Sector Allocation<\/strong> to align strategies with investment goals.<\/li><li><strong>Factor-Based Analysis<\/strong> to assess strategies through quantitative insights.<\/li><li><strong>Stock-Specific Analysis<\/strong> to clarify decision-making criteria.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-33d709ac\" data-id=\"33d709ac\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-140f20d5 elementor-widget elementor-widget-image\" data-id=\"140f20d5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"591\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Create_Reports__analytics-1.png\" class=\"attachment-full size-full wp-image-50610\" alt=\"\" srcset=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Create_Reports__analytics-1.png 870w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Create_Reports__analytics-1-300x204.png 300w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Create_Reports__analytics-1-768x522.png 768w\" sizes=\"(max-width: 870px) 100vw, 870px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/div>\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-979c4c5 elementor-hidden-desktop elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"979c4c5\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-17c4c5e\" data-id=\"17c4c5e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c483468 elementor-widget elementor-widget-jet-accordion\" data-id=\"c483468\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"jet-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"jet-accordion\" data-settings=\"{&quot;collapsible&quot;:false,&quot;ajaxTemplate&quot;:false,&quot;switchScrolling&quot;:false,&quot;switchScrollingOffset&quot;:0,&quot;switchScrollingDelay&quot;:500}\">\n\t\t\t<div class=\"jet-accordion__inner\">\n\t\t\t\t<div class=\" jet-accordion__item jet-toggle jet-toggle-fade-effect \">\n\t\t\t\t\t\t\t<div id=\"jet-toggle-control-2061\" class=\"jet-toggle__control elementor-menu-anchor\" data-toggle=\"1\" role=\"button\" tabindex=\"0\" aria-controls=\"jet-toggle-content-2061\" aria-expanded=\"false\" data-template-id=\"50574\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__label-icon jet-toggle-icon-position-right\"><span class=\"jet-toggle__icon icon-normal jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"jet-toggle__icon icon-active jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div class=\"jet-toggle__label-text\">Build strategies<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div id=\"jet-toggle-content-2061\" class=\"jet-toggle__content\" data-toggle=\"1\" role=\"region\" data-template-id=\"50574\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__content-inner\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"50574\" class=\"elementor elementor-50574\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-683912cb elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"683912cb\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-7b2f962d\" data-id=\"7b2f962d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-70eb2829 elementor-widget elementor-widget-image\" data-id=\"70eb2829\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"60\" height=\"60\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/icon-Strategies-1.png\" class=\"attachment-full size-full wp-image-50568\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-19dfd34e elementor-widget elementor-widget-text-editor\" data-id=\"19dfd34e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Build strategies<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-68fac5c elementor-widget elementor-widget-heading\" data-id=\"68fac5c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Bespoke Investment Strategies<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4b4cf09a elementor-widget elementor-widget-text-editor\" data-id=\"4b4cf09a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Leverage our no-code platform to create and refine investment strategies tailored to your clients&#8217; objectives:<\/p>\n<ul>\n<li>Modify existing strategies or start from scratch using <strong>6000+ variables.<\/strong><\/li>\n<li>Utilize an advanced stock selection system for data-driven decision-making.<\/li>\n<li>Access a curated <strong>Comprehensive Buy List (Screener)<\/strong> with top-performing stocks from U.S. and Canadian markets.<\/li>\n<li>Apply a <strong>Sophisticated Scoring System<\/strong> to optimize portfolio selection.<\/li>\n<li>Customize investment strategies with tailored formulas for unique financial goals.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-71641f7d\" data-id=\"71641f7d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2871ceb1 elementor-widget elementor-widget-image\" data-id=\"2871ceb1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"591\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/build-strategies-1.png\" class=\"attachment-full size-full wp-image-50571\" alt=\"\" srcset=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/build-strategies-1.png 870w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/build-strategies-1-300x204.png 300w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/build-strategies-1-768x522.png 768w\" sizes=\"(max-width: 870px) 100vw, 870px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div><div class=\" jet-accordion__item jet-toggle jet-toggle-fade-effect \">\n\t\t\t\t\t\t\t<div id=\"jet-toggle-control-2062\" class=\"jet-toggle__control elementor-menu-anchor\" data-toggle=\"2\" role=\"button\" tabindex=\"0\" aria-controls=\"jet-toggle-content-2062\" aria-expanded=\"false\" data-template-id=\"50587\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__label-icon jet-toggle-icon-position-right\"><span class=\"jet-toggle__icon icon-normal jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"jet-toggle__icon icon-active jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div class=\"jet-toggle__label-text\">Backtest<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div id=\"jet-toggle-content-2062\" class=\"jet-toggle__content\" data-toggle=\"2\" role=\"region\" data-template-id=\"50587\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__content-inner\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"50587\" class=\"elementor elementor-50587\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-43d25e5b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"43d25e5b\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-2bec54e6\" data-id=\"2bec54e6\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-77358f7b elementor-widget elementor-widget-image\" data-id=\"77358f7b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"60\" height=\"60\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/icon-Strategies-1.png\" class=\"attachment-full size-full wp-image-50568\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-46201382 elementor-widget elementor-widget-text-editor\" data-id=\"46201382\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Backtest<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3e31f546 elementor-widget elementor-widget-heading\" data-id=\"3e31f546\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Backtesting with Precision and Confidence<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3da1030a elementor-widget elementor-widget-text-editor\" data-id=\"3da1030a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Validate strategies with real-world conditions:<\/p>\n<ul>\n<li><b>Leverage <\/b>exhaustive<b>&nbsp;<\/b>historical data dating back to 1985 (Canada) and 1993 (U.S.).<\/li>\n<li><b>Customize<\/b> portfolio construction rules, rebalancing frequency, and weighting schemes.<\/li>\n<li><b>Evaluate <\/b>strategy effectiveness through In-Depth Performance Analysis and alpha generation metrics.<\/li>\n<li><strong>Optimize <\/strong>strategies by identifying key strengths and areas for improvement.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-77da4214\" data-id=\"77da4214\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-714c0e56 elementor-widget elementor-widget-image\" data-id=\"714c0e56\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"591\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Compare_Performance-1.png\" class=\"attachment-full size-full wp-image-50584\" alt=\"\" srcset=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Compare_Performance-1.png 870w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Compare_Performance-1-300x204.png 300w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Compare_Performance-1-768x522.png 768w\" sizes=\"(max-width: 870px) 100vw, 870px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div><div class=\" jet-accordion__item jet-toggle jet-toggle-fade-effect \">\n\t\t\t\t\t\t\t<div id=\"jet-toggle-control-2063\" class=\"jet-toggle__control elementor-menu-anchor\" data-toggle=\"3\" role=\"button\" tabindex=\"0\" aria-controls=\"jet-toggle-content-2063\" aria-expanded=\"false\" data-template-id=\"50599\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__label-icon jet-toggle-icon-position-right\"><span class=\"jet-toggle__icon icon-normal jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"jet-toggle__icon icon-active jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div class=\"jet-toggle__label-text\">Link to your portfolio<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div id=\"jet-toggle-content-2063\" class=\"jet-toggle__content\" data-toggle=\"3\" role=\"region\" data-template-id=\"50599\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__content-inner\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"50599\" class=\"elementor elementor-50599\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-747f1fac elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"747f1fac\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-744ed92a\" data-id=\"744ed92a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4ab8449c elementor-widget elementor-widget-image\" data-id=\"4ab8449c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"60\" height=\"60\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/icon-Strategies-1.png\" class=\"attachment-full size-full wp-image-50568\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3b36f63a elementor-widget elementor-widget-text-editor\" data-id=\"3b36f63a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Link your portfolio<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4376b928 elementor-widget elementor-widget-heading\" data-id=\"4376b928\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Seemless Portfolio Integration<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-24aeef7 elementor-widget elementor-widget-text-editor\" data-id=\"24aeef7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Live model portfolios automate and enhance investment management:<\/p><ul><li><strong>Automated Rules:<\/strong> Mirror strategy rules in a live paper portfolio.<\/li><li><strong>Effortless Trade Automation:<\/strong> Eliminate manual trade execution.<\/li><li><strong>Real-Time Notifications:<\/strong> Stay informed with daily trade alerts by email.<\/li><li><strong>Customizable Client Portfolios:<\/strong> Adapt portfolios to specific client needs.<\/li><li><strong>Daily Tracking:<\/strong> Monitor performance and trades in real time.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-56d44c22\" data-id=\"56d44c22\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7b9531c4 elementor-widget elementor-widget-image\" data-id=\"7b9531c4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"591\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Link_to_portfolio-1.png\" class=\"attachment-full size-full wp-image-50596\" alt=\"\" srcset=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Link_to_portfolio-1.png 870w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Link_to_portfolio-1-300x204.png 300w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Link_to_portfolio-1-768x522.png 768w\" sizes=\"(max-width: 870px) 100vw, 870px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div><div class=\" jet-accordion__item jet-toggle jet-toggle-fade-effect \">\n\t\t\t\t\t\t\t<div id=\"jet-toggle-control-2064\" class=\"jet-toggle__control elementor-menu-anchor\" data-toggle=\"4\" role=\"button\" tabindex=\"0\" aria-controls=\"jet-toggle-content-2064\" aria-expanded=\"false\" data-template-id=\"50613\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__label-icon jet-toggle-icon-position-right\"><span class=\"jet-toggle__icon icon-normal jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><span class=\"jet-toggle__icon icon-active jet-tabs-icon\"><svg class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span><\/div><div class=\"jet-toggle__label-text\">Create reports &amp; analytics<\/div>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div id=\"jet-toggle-content-2064\" class=\"jet-toggle__content\" data-toggle=\"4\" role=\"region\" data-template-id=\"50613\">\n\t\t\t\t\t\t\t\t<div class=\"jet-toggle__content-inner\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"50613\" class=\"elementor elementor-50613\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4e710c98 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4e710c98\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-4b92e86f\" data-id=\"4b92e86f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-507dfa9 elementor-widget elementor-widget-image\" data-id=\"507dfa9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"60\" height=\"60\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/icon-Strategies-1.png\" class=\"attachment-full size-full wp-image-50568\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-576e4a0 elementor-widget elementor-widget-text-editor\" data-id=\"576e4a0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Create Reports &amp; Analytics<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-60de9527 elementor-widget elementor-widget-heading\" data-id=\"60de9527\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Advanced Reporting &amp; Analytics<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3992979b elementor-widget elementor-widget-text-editor\" data-id=\"3992979b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Unveil deep insights with robust reporting tools:<\/p><ul><li><strong>In-Depth Performance Metrics<\/strong> for evaluating strategy effectiveness.<\/li><li><strong>Backtest Historical Transaction Review<\/strong> to understand past decisions.<\/li><li><strong>Portfolio Holdings &amp; Sector Allocation<\/strong> to align strategies with investment goals.<\/li><li><strong>Factor-Based Analysis<\/strong> to assess strategies through quantitative insights.<\/li><li><strong>Stock-Specific Analysis<\/strong> to clarify decision-making criteria.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-33d709ac\" data-id=\"33d709ac\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-140f20d5 elementor-widget elementor-widget-image\" data-id=\"140f20d5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"591\" src=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Create_Reports__analytics-1.png\" class=\"attachment-full size-full wp-image-50610\" alt=\"\" srcset=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Create_Reports__analytics-1.png 870w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Create_Reports__analytics-1-300x204.png 300w, https:\/\/www.inovestor.com\/wp-content\/uploads\/2023\/09\/Create_Reports__analytics-1-768x522.png 768w\" sizes=\"(max-width: 870px) 100vw, 870px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c11a558 elementor-hidden-desktop elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"c11a558\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-79ecad5\" data-id=\"79ecad5\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ecf7899 elementor-widget elementor-widget-spacer\" data-id=\"ecf7899\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ce813f2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ce813f2\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8bcd8f6\" data-id=\"8bcd8f6\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-44471bd elementor-widget elementor-widget-heading\" data-id=\"44471bd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Transform Your Investment Process Today<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0d03756 elementor-widget elementor-widget-text-editor\" data-id=\"0d03756\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><strong>Schedule a demo today<\/strong> and discover how Inovestor can enhance your ability to screen, rank, and test strategies for maximum impact.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div data-dce-background-color=\"#FBFCFB\" class=\"elementor-element elementor-element-340d0c8 elementor-align-center elementor-widget__width-inherit elementor-widget elementor-widget-button\" data-id=\"340d0c8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/outlook.office.com\/book\/Inovestor2@inovestor.onmicrosoft.com\/s\/ldYCgvD6Ek6cd0aunrWrOQ2?ismsaljsauthenabled\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Book A Demo<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Professional | Institutional license Power Up Your Investment Strategies Our intuitive no-code platform empowers you to create and implement strategies effortlessly. Try our award-winning investment research platform today! What is the Institutional License? The Inovestor Institutional license empowers financial institutions and investment professionals to build, customize, and validate sophisticated investment strategies with institutional-grade tools and [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-50536","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.3 (Yoast SEO v27.1.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Institutional License - Inovestor<\/title>\n<meta name=\"description\" content=\"Support your investment decisions with data-driven analytics, insights, and institutional-grade research for smarter financial strategies\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inovestor.com\/en-ca\/institutional-strategies\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Institutional License\" \/>\n<meta property=\"og:description\" content=\"Support your investment decisions with data-driven analytics, insights, and institutional-grade research for smarter financial strategies\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.inovestor.com\/en-ca\/institutional-strategies\/\" \/>\n<meta property=\"og:site_name\" content=\"Inovestor\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Inovestor\/\" \/>\n<meta property=\"article:modified_time\" content=\"2026-05-11T17:02:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2026\/05\/Cover-institutional.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"800\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@Inovestor_\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/institutional-strategies\/\",\"url\":\"https:\/\/www.inovestor.com\/en-ca\/institutional-strategies\/\",\"name\":\"Institutional License - 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