Contact 2
Contact Us
iVest+ is always looking for new brokerage, educational, and business partners. Fill out the form below and we will get back to you within 24 business hours. We can schedule a Zoom call immediately to discuss your business needs, demo our platform, or walk you through how iVest+ can benefit your business.
Customer Technical Support
If you are an iVest+ or TradeTool customer looking for technical support, please use the button below.
White Label Solutions
Full White Label Solutions
We built iVest+ with business in mind, not just stocks and options. Whether you are a broker, educator, or someone looking to start a trading business, we can customize a solution for you to create the product you need and give you the tools to manage the business how you want.
Make the Platform Yours
We can create a version of the product that includes your logos, colors, social media links and more, right down to the privacy agreements. We even have marketing materials and videos that can show your brand.
Pick Your Modules
Not everyone needs the same tools. Choose from our options, charting, journal, research, scanning, sharing, and backtesting modules. You can even pick your default scans for your customers from over 2000 data points.
Billing, CRMs and LMS
We have turnkey solutions to get you up and running with back end billing systems quickly and everything is already integrated with our modules. All of the charges will show under your business name. If you have one of many industry-standard CRMs, we can connect it to the platform so your sales, support, and billing teams can continue to operate the way they already do. We also connect various Learning Management Systems (LMS) for you to provide education for your customers.
Your Broker.
Your Choice.
Broker Integration
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
Brokers 2
Connect to Your Favorite Broker
Market Gear connects through various APIs to several major US stock brokers. Whether you already have an account with one or need to open an account to get started, you can connect your account with ease and be up and trading in no time at all. Some of them even have virtual accounts to practice trading.
Platforms
Adaptive. Responsive. Anywhere.
The iVest+ platform works on most browsers such as Chrome, Firefox, Brave, Safari, and Edge in addition to having downloadable Windows and Mac versions. We also offer native apps for iPhone, Android, and iPad/tablet devices. Our mobile apps are designed to mimic the features of the desktop and browser platforms with less screen space.
Built with the Future in Mind
We built the iVest+ platform in a way that feature upgrades and product deployment can work uniformly across all platform types, including desktop, web, and mobile. The platform is built to grow in the years ahead no matter what direction technology turns. Desktop apps use auto-updating technology to keep you on the newest version.
Your Broker.
Your Choice.
Broker Integration
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
Technology
Built on the Latest Technology
The iVest+ platform and all of its apps are built on the latest technology, including progressive web apps, HTML5, CSS, Javascript, iPhone, iPad, and Android. We have built our core technology in a way that deploying updates to all of our front-end applications uniformly is simple. You won’t find a feature in one version and not another.
Progressive Web App
A Progressive Web App is a new software development methodology that combines regular web site development with a native application, giving it the speed of a deep desktop application through a browser.
Modern Technology Done Right
By combining the latest cloud, web, and native app technologies, iVest+ is fast and responsive today and ready to adapt to tomorrow's needs.
Cloud and Web-Based Tech
iVest+ uses AWS for storage and processing, ensuring fast data delivery and security along with near perfect uptimes. We use a combination of HTTP/2, HTML5, CSS3, and Javascript to deliver a robust, modern experience.
Your Broker.
Your Choice.
Broker Integration
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
Backtesting
Backtesting
Our backtesting module shows you a day by day view of how your trade would have played out. In addition, you can compare up to three trades to see what would have worked better. We offer 15 years of stock and options data for backtesting.
Put It On the Chart
iVest+ was designed with backtesting in mind. You can run backtests and display them on charts so you can see when and how they would have played out and visually view the entries and exits.
Get Confident
Build a quicker understanding of the various strategies and learn how they would work over time. Our scans are designed to make you profitable, but our backtesting helps you see how. Pick any day in the past and see what the scans would have turned up, then analyze how the trade would have worked.
Post-Trade Risk Analysis
Even after you complete a trade, you can backtest it to see how it performed day-by-day and learn how you could have done better. Backtesting includes all of the calculations in one place: Risk/reward, breakeven, gains, and even net Greeks.
Your Broker.Your Choice.
Broker Integration
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
Sharing
Trade Sharing
The trade sharing module allows users to share their trades with friends, students, and others. A token key is used to allow sharing to occur securely. This can be used as a community conversation or an educational trading platform.
Trade with Your Friends
Each user can select who they want to allow to view their trades, and whether it is just one trade or their whole account. By handing out a revocable digital key, you can hand your friend the ability to view your trades and follow along with ease.
Trade Staging
iVest+ is proud to offer an industry first for educators: Trade Staging. Help your students understand a trade and find what they want and then deliver the complex option strategy straight to their desktop or mobile app so they can choose to execute it. This works across brokers, so you don't have to have your accounts at the same place.
Profiles and Security
We give you the tools you need to create a profile that shows who you are. You even get to upload an icon for yourself so followers can visually see recognize your trades. Our Trade Sharing module allows you to decide who to share with, when to share with them, and which trades or portfolio you want them to see. You can take away the sharing with a click.
Your Broker.Your Choice.
Broker Integration
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
Screener
Deep Screener
Most traders need actionable trading ideas to put their money to work. iVest+ offers Advanced Stock Screener that has hundreds of data points that can be used to find the right stock and options plays based on your desired criteria.
Real-Time Options Screens All Day Long
The iVest+ scanner even let's you scan for options criteria that includes intraday volume and price comparisons. Find options with above average put or call volume, compare daily Implied Volatility changes, and more with ease.
Screening Unlimited
Once you determine the criteria that you want to screen with, each data point can be filtered by sliders, checkboxes, drop downs, or manually entering the ranges that you want, all based on which is easiest for that item. Setting up and adjusting screens has never been easier. Pick from a wide range of technical and fundamental data points.
Tab Through Your Results
Once you run your screen, you can immediately tab through information about the stocks in your results and view everything from Company Information to Valuation Data to Technical markers. Add the stocks you like to your Watch Lists with ease to follow them later.
Your Broker.Your Choice.
Broker Integration
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
Journal
Trade Journal
One of the most popular modules of the iVest+ platform is the Trade Journal. All fixed trade types are tagged with hashtags such as #ironcondor and #bullspread, but traders can also add their own custom tags to every trade for easy sorting and reporting. Many lesser trade journals exist in the industry for more than the cost of the total platform.
Trade Analytics
Our analytics and reporting lets you sort your trades and track results based on trade type or however you want to sort the results. View a group of trades in the journal, and then see a visual representation of the trades on a chart to show you when the trade was in play.
Industry-Leading Journal Functionality
Successful traders analyze their results to find patterns in what works and what doesn't. Our Trade Journal module is one of the deepest in the industry for visually breaking down trades into clear reports.
Hashtags
Hashtags allow you to sort your trades by type and analyze the results so you can see which trade setups are the most profitable over time. Pick a hashtag and get a breakdown of all of the trades that have that tag. Sort by type and then drill down into specific results for that trade type. Set any account to auto-journal the trades. The platform will do this automatically. But, you can also add your own hashtags and notes.
Your Broker.Your Choice.
Broker Integration
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.
Research
Fundamental Research Revisited
The research module starts with a heat map and allows you to drill down into earnings, financials, and insider trader quickly. Everything is cross-tabulated so you can sort by the research or by the stock and industry. Speed is everything, and with our progressive web-app approach, it makes the browser perform faster than traditional websites.
Finding Opportunity
Finding the right opportunity is the key. The platform offers advanced screeners by combining various points of market data, which users can use to scan the market or do fundamental research before placing a trade. Your version of the platform can offer pre-built or customized trade finder scans.
Fast, Easy, Highly Visual
Designed with simplicity and speed in mind, we deliver information only when you need it. Start with a visual overview of our scanners and then drill down to the level of detail you want.
Earnings, Valuations, and Projections
Our research tools show historical and projected forward earnings numbers for over 20,000 companies. Get an overall look at the company through key ratios and valuations, including tables and comparison charts.
Your Broker.Your Choice.
Broker Integration
There is a good chance that you or your customers already have an account that connects to our product. We have integrated with the top names in the industry through various brokerage APIs. Getting started is simple, and if you don’t already have an account with one of these brokerages, you can typically open one in a day.