Close clients 4× faster with AI-powered onboarding, proposals, and portfolios
Financial advisors, say goodbye to disparate systems. Investipal's unified workflow lets you win new accounts in as little as 10 minutes spanning data entry, onboarding, portfolio construction & optimizaton (including alternatives), and compliance.
You’re buried in busywork - and it’s costing you growth.
Manual onboarding is eating your time
Parsing brokerage statements, chasing missing data, and completing documents across disconnected tools slows everything down - while prospects lose interest.
Proposal and compliance workflows are painfully slow
Running analysis, building proposals, and generating IPS documents across siloed tools eats up hours.
Personalized portfolio management is clunky and fragmented
Switching tools to build and manage holistic portfolios - across public markets and alts - is time-consuming. Advisors need scale without sacrificing personalization.
With Investipal
Automate & accelerate 90% of the advisor workflow
Investipal eliminates the fragmented tech stack by streamlining every step of the client journey. Upload a statement, generate a proposal, construct a personalized portfolio, and create Investment Policy Statements (IPS) - in minutes, not days.
Faster intake
Complete client onboarding forms
Analyze brokerage statements, complete Risk Tolerance Questionnaires (RTQ), and generate ready-to-sign documents - all in minutes, not days.
Close more business
AI-crafted proposals and compliance documents
Run portfolio comparisons, generate personalized proposals, and create Investment Policy Statements (IPS) in a single workflow - built for speed and scale.
Deliver more value
Personalized portfolios at scale
Build and manage multi-asset portfolios - including alternatives - with explainable AI that aligns to each client’s needs, risk, and goals.
Everything advisors need. In one automated workflow.
From intake to analysis, proposals to portfolios, Investipal streamlines the entire client journey - so you can focus on advice, not admin.
Instant data extraction from PDFs
Drag and drop PDFs or CSVs—Investipal instantly extracts holdings, tickers, account types, and values.
Create and complete documents with ease
Advisor agreements, account opening documents, Investment Policy Statements (IPS), and more.
Construct and manage portfolios with explainable AI
Use your investment universe to build personalized, multi-asset portfolios - plainly explained so that your clients (and compliance) can understand.
Trusted by advisory firms across North America
From solo RIAs to large institutions, firms use Investipal to streamline onboarding, automate proposals, personalize portfolios, and stay audit-ready - without adding headcount.
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