Inovestor lauches today the new generation of our platform specifically designed for Financial Advisors.
What’s changing?
Our StockPointer platform will be replaced by Inovestor For Advisor on November 8th, 2017 and will feature new functions to enhance your customer experience.
New features:
In addition to a new design, Inovestor For Advisor will feature the following new functions:
- The home page will include financial information updated in real time.
- A notification system will inform you about new transactions in our portfolios, our blog posts and company news.
- A new “My Portfolios” function will replace the “PF Scan” function and allow you to enter and personalize your portfolios. You will be able to analyze the performance of your portfolios, view the details of your transactions and access our recommendations. You will also be able to enter ETFs and Mutual Funds into your portfolios.
- A new “Model Portfolios” section will showcase our Model Portfolios and their strategy with a printable PDF option.
- Research and analysis of ETFs and Mutual Fundswill be available.
Training sessions:
If you wish to familiarize yourself with the new platform, we will be offering webinar training sessions. We will be sending you the webinar schedule shortly.
For more information, please contact service@inovestor.com
About Inovestor
Inovestor is a leading provider of wealth management technology solutions. Inovestor provides research, analytics and fundamental data that help 500+ investment advisors overseeing $27bn in AUM make optimal investment decisions.
