IMPROVE YOUR INVESTMENT PROCESS
INOVESTOR FOR ADVISORS
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
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.
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.
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.
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.
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.
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.
$ 1,299Per Month
- Corporate Or Branch
- Discounted Per Seat Access
- Management Interface
- White Label Header
- Access To System Notes
- KPI Information
Contact us for firm-specific discounts. We may also have agreements with your BDA.