Institutional

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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

Bespoke Investment Strategies

Leverage our no-code platform to create and refine investment strategies tailored to your clients’ objectives:

  • Modify existing strategies or start from scratch using 6000+ variables.
  • Utilize an advanced stock selection system for data-driven decision-making.
  • Access a curated Comprehensive Buy List (Screener) with top-performing stocks from U.S. and Canadian markets.
  • Apply a Sophisticated Scoring System to optimize portfolio selection.
  • Customize investment strategies with tailored formulas for unique financial goals.

Build strategies

Bespoke Investment Strategies

Leverage our no-code platform to create and refine investment strategies tailored to your clients’ objectives:

  • Modify existing strategies or start from scratch using 6000+ variables.
  • Utilize an advanced stock selection system for data-driven decision-making.
  • Access a curated Comprehensive Buy List (Screener) with top-performing stocks from U.S. and Canadian markets.
  • Apply a Sophisticated Scoring System to optimize portfolio selection.
  • Customize investment strategies with tailored formulas for unique financial goals.

Backtest

Backtesting with Precision and Confidence

Validate strategies with real-world conditions:

  • Leverage exhaustive historical data dating back to 1985 (Canada) and 1993 (U.S.).
  • Customize portfolio construction rules, rebalancing frequency, and weighting schemes.
  • Evaluate strategy effectiveness through In-Depth Performance Analysis and alpha generation metrics.
  • Optimize strategies by identifying key strengths and areas for improvement.

Link your portfolio

Seemless Portfolio Integration

Live model portfolios automate and enhance investment management:

  • Automated Rules: Mirror strategy rules in a live paper portfolio.
  • Effortless Trade Automation: Eliminate manual trade execution.
  • Real-Time Notifications: Stay informed with daily trade alerts by email.
  • Customizable Client Portfolios: Adapt portfolios to specific client needs.
  • Daily Tracking: Monitor performance and trades in real time.

Create Reports & Analytics

Advanced Reporting & Analytics

Unveil deep insights with robust reporting tools:

  • In-Depth Performance Metrics for evaluating strategy effectiveness.
  • Backtest Historical Transaction Review to understand past decisions.
  • Portfolio Holdings & Sector Allocation to align strategies with investment goals.
  • Factor-Based Analysis to assess strategies through quantitative insights.
  • Stock-Specific Analysis to clarify decision-making criteria.

Financial statement metrics updated daily, guaranteed!

6000+ variables & you can create your own variables!

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Proprietary analytics: stock ranking and calculations!

Financial statement metrics updated daily, guaranteed!

6000+ variables & you can create your own variables!

Variables image

Proprietary analytics: stock ranking and calculations!

Let's get started!
Contact an Account Executive.