Our AI-driven platform helps you automate data intake, generate proposals, build and manage portfolios, and stay compliant - without overpaying for multiple, disparate systems. It's easier to grow your book with Investipal.
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Rethink your sales process to provide value to clients immediately. Investipal helps you streamline data intake, portfolio analysis, proposals and compliance.
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Investipal's AI-generated portfolio tools help you focus more on client relationships and building your book.
We help advisors and planners across North America grow their practice including independent RIAs to large wealth management firms
Join us on this journey of exploration and discovery, where every detail is carefully crafted to illuminate the significance of our project.
Investipal partners with advisory firms across the US and Canada to help focus more of your time working on your business instead of in it.
Join our community, and witness the transformation of your dreams into a thriving reality. In the realm of success, Brinks is your steadfast partner, orchestrating a symphony of achievement.
From risk assessment to portfolio analysis and personalized proposals, Investipal empowers advisors to focus on building relationships and growing their practice.
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Easily create and manage hyper-personalized portfolios across public equities and alternative assets in a matter of seconds - at scale.
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Investipal's AI-generated compliance management helps you focus more on building your book instead of worrying about paperwork.
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Save hours with our AI brokerage account statement scanning that extracts holdings from your client's PDF reports direct into our portfolio analysis.
Sync client's held-away assets including IRAs, 401k and taxable accounts for a full picture on your client's wealth.
Ensure you're managing your clients effectively with our intuitive risk assessment that spans risk capacity, behavior and also what they're currently investing in.
Generate robust portfolio insights between your clients' existing investments and your proposed solution highlighting over 20 risk indicators.
Simplify complex insurance planning with automated calculations, forecasts, proposals.
Craft proposals in minutes with our fully customizable proposals that leverage Investipal's risk assessment and portfolio comparisons.
Research all North American stocks, ETFs and mutual funds to build the perfect portfolio for each client.
Understand your portfolio's risk and return characteristics.
Train AI on your investment universe to deliver truly personalized portfolios. First-of-its-kind transparent model that scales asset allocation across public & alternative assets.
Optimize, backtest and stress test portfolios with our quantitatively driven portfolio rebalancing including minimum volatility, risk parity and Sharpe Ratio optimal portfolios.
Optimize, backtest and stress test portfolios with our quantitatively driven portfolio rebalancing including minimum volatility, risk parity and Sharpe Ratio optimal portfolios.
Create or update household and account-level Investment Policy Statements (IPSs) in minutes, and effortlessly generate Reg BI documents to stay compliant, powered by AI.
Share realtime access to your portfolios and automatic updates to keep your clients in the know on their investments.
Experience the utmost confidence in your data with Secure Shield. Our robust security measures ensure that your information is protected.
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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