INOVESTOR FOR ADVISORS

IMPROVE YOUR INVESTMENT PROCESS

Our platform helps you with your research, portfolio building, and portfolio management to deliver a institutional like investing to your customers.

14 Day TrialSIGN UP NOW

FREE UP YOUR TIME

Our features have efficiency in mind, they were designed to reduce repetitive tasks by automating investment process and doing the research for you.

We offer you the best investment platform with the tools you need

Generate higher returns

Our Canadian model portfolio has generated annualized returns of more than 7.6% over the TSX Total Return. In fact, it generated excess returns in over 80% of the quarters since inception.

Analyze a company in a snap

From our scorecard, you can analyze a company in less than 60 seconds. Inovestor For Advisors is an effective tool to find attractive opportunities.

Communicate with your clients

When you follow our guided portfolios, you will receive a monthly newsletter that you can use to keep your clients up to date. Also you will receive a quaterly report of our portfolio rebalancement.

Easy portfolio valuation

From a single click, find companies that deteriorates the returns of a portfolio, and find alternative investments.

Embrace StockPointer

StockPointer is a 12 factor model that is easy for your customers to understand. Using the economic profit, it finds quality stocks trading at reasonable prices.

Outstanding support

Every subscriber has access to phone and email support. You will have support from an account manager and a product specialist who will be able to answer all of your questions.

Investing

Whether you invest directly in stocks or you prefer the INOC ETF, you are certain to invest in one of the best performing algorithms publicly available. We recommend the INOC ETF for smaller investments and direct investment for your wealthy clients.

Researching

If you need unbiased research, look no further. Our exclusive research will guide you to find companies that consistently generate wealth for the shareholders.

Communicating

Every week, subscribers receive useful content that they can provide to their clients. We provide quarterly reviews of the market and all the summary of all the transactions to keep your clients informed.

Prospecting

We provide a simple user interface to attract new prospects. Our portfolio scan allows you to visually find companies that destroy wealth for investors and allows them to easily identify better performing portfolio.

Model Portfolio

OVERPERFORMING SINCE 2008

We provide Model Portfolios, Guided Model Portfolios, Screeners, Top Performers, Comparaison Charts and other tools to help you achieve higher returns without the hassle of doing all the work.

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Research

QUICK OR IN-DEPTH RESEARCH

Whether you need to answer an ad-hoc request about an unknown company from one of your prospect, or you need to find an alternative to an investment, we provide different reports from a Scorecard report to a full fledge 4 page report. We also give you access to a broad list of material when you follow our model portfolios.

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Communication Material

ENGAGE YOUR CUSTOMERS MORE OFTEN

Bi-monthly, we provide material that can be utilized to engage with your customers. We empower you to increase communication with customers with trading ideas, rebalancing comments, market summaries and additional information.

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Prospecting

AN IMAGE IS WORTH A 1000 WORDS

When you analyze a prospect’s holdings, would you like to have a visual aid that shows graphically its investments and identify bad apples? Our portfolio scanner does just that and help you convert the prospect to a customer. It identifies stocks that under perform and even if you invest solely in Mutual Funds, allows you to monitor investments and decide when to divest.

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1
Y Axis The vertical axis represents the how much wealth is created to the shareholder, Anything above 1 is good, the higher the better. Under 1, the company generates less than the cost of capital and below 0, it actually destroys wealth.
2
X Axis The horizontal axis represents the how expensive is the stock, value stocks are generally located to the right and growth stock to the left.
3
Apple Apple is an expensive stock but generates highest wealth of all theses stocks and is trading at a higher discount than the other ones.
4
Twitter and Tesla Twitter and Tesla are both destroying wealth to their shareholders, and are extremely expensive. Most of the time, stocks in these area tend to perform poorly on the long run.
5
Google and Amazon These companies are generating wealth for their customers and are trading at a high premium.

Access More Services

Subscribers have access to many more features.

Guided Portfolio Services

Access information on portfolio rebalancing, market review, and in-depth company analysis.

SMA Platforms

If you like our model and you want to simplify your process, our SMA service will save you time.

Financial Concierge Services

We can help you with any specific task, from automating your investment model to creating customized filters.

Factor Based Overlay

Our team of specialists has the skills to help you, build your factor based model.

1

Sign Up For Free

Create your free account in a matter of minutes with our easy sign-up process.
2

Start Using It Now

If you provide a valid email from an approved firm, you can start using it now without entering credit card information.
3

Enjoy It

Start using the most powerful platform for advisors. One of our account managers will contact you shortly.
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Individual

$ 249

Per Month
  • Single Access
  • Stock Analysis
  • ETF & Mutual Funds Analysis
  • Companies Ranking By Industry
  • Portfolio Analysis
  • Canadian, US and ADR Portfolios
  • Industry Weighting
  • Access To Top Performing Indexes
  • Custom Filters
Free Trial Sign Up Now

TeamMost Popular

$ 399

Per Month
  • All Features Of Individual, plus:
  • Team Access
  • 2 RIA Access included
  • Up To 5 Licenses
  • Assistants Get Free Access
Free Trial CONTACT US

Corporate

$ 1,299

Per Month
  • Corporate Or Branch
  • Discounted Per Seat Access
  • Management Interface
  • White Label Header
  • Access To System Notes
  • KPI Information
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Plan Discounts

Contact us for firm-specific discounts. We may also have agreements with your BDA.