Investipal | Building Better Investment Relationships

Accelerate Client Acquisition

Turn prospects into clients in record time. Investipal streamlines data intake, portfolio analysis, proposal generation, and compliance—so you can focus on growing your book, not admin work.

AI-Powered Brokerage Statement Scanning – Extract holdings instantly for faster onboarding
Advanced Portfolio Analysis & Comparison – Uncover hidden risks and opportunities
Automated Proposal Generation – Deliver personalized, high-converting proposals in minutes

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Personalized Portfolio Management

Investipal’s AI-powered portfolio tools help you create hyper-personalized investment solutions at scale—across both public markets and alternative assets.

AI Portfolio Construction

Build customized, client-specific portfolios in seconds
Scale across public equities, ETFs, mutual funds, and alternatives
Clear, explainable models—no “black box” risks

Advanced Portfolio Management

Identify hidden risks in concentration, correlation, and exposures
Stay ahead of market shifts with automated drift alerts
Optimize portfolios using quantitative AI-driven rebalancing

Intelligent Compliance

Generate IPS & Reg BI documents instantly
Automate KYP workflows for seamless compliance
Continuous monitoring & reporting to keep portfolios aligned

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Our Results

We help independent advisors and large wealth management firms scale efficiently and grow AUM with AI-powered automation.

50% increase in advisor-owned leads
<10 minutes from data intake to proposal generation
95% time savings with compliance management
$500M+ managed on Investipal

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Partnering with high growth advisors

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.

Value-add prospect tools to help convert online traffic
AI-assisted sales and onboarding to analyze clients before you ever meet
Account statement scanning
Robust portfolio analysis and rebalancing

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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.

Why Advisors Are Choosing Investipal

Helping You Accelerate Your Firm's Growth and AUM

Automated Client Acquisition

From risk assessment to proposal generation, Investipal automates every stage of the sales process so you can focus on relationships, not paperwork.

Embeddable Risk Tolerance Questionnaire (RTQ)
AI-Powered Brokerage Statement Scanning & Analysis
Automated Portfolio X-Ray and Comparative Analysis
AI-Generated Investment Proposals

AI Portfolio Tools

Investipal streamlines portfolio construction and management with AI-powered automation, enabling advisors to build hyper-personalized multi-asset portfolios at scale.

AI Compliance Management

Investipal automates compliance workflows, ensuring advisors stay compliant without the extra admin burden.

AI generated investment policy statement

Features

Grow Your Book, We'll Handle The Rest

Brokerage Account Statements

Save hours with our AI brokerage account statement scanning that extracts holdings from your client's PDF reports direct into our portfolio analysis.

Held-Away Assets

Sync client's held-away assets including IRAs, 401k and taxable accounts for a full picture on your client's wealth.

Risk Assessment

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.

Portfolio Comparison

Generate robust portfolio insights between your clients' existing investments and your proposed solution highlighting over 20 risk indicators.

IUL & Annuity Modeling

Simplify complex insurance planning with automated calculations, forecasts, proposals.

Proposal Generation

Craft proposals in minutes with our fully customizable proposals that leverage Investipal's risk assessment and portfolio comparisons.

Investment Research

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.

Portfolio Construction

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.

Portfolio Management

Optimize, backtest and stress test portfolios with our quantitatively driven portfolio rebalancing including minimum volatility, risk parity and Sharpe Ratio optimal portfolios.

Portfolio Management

Optimize, backtest and stress test portfolios with our quantitatively driven portfolio rebalancing including minimum volatility, risk parity and Sharpe Ratio optimal portfolios.

Compliance Tools

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.

Client Communication

Share realtime access to your portfolios and automatic updates to keep your clients in the know on their investments.

Secure Shield

Experience the utmost confidence in your data with Secure Shield. Our robust security measures ensure that your information is protected.

Our blogs

Articles & Resources

How Top Advisors Prove Their Worth (Without Overloading Clients with Data)

Learn how top financial advisors prove their worth without overwhelming clients with data. Discover the four key metrics—risk assessment, asset allocation, performance efficiency, and scenario analysis—that simplify client conversations. Plus, explore top wealth management client reporting tools to enhance clarity and trust.

Sales

February 4, 2025

The High Cost of Disconnected Systems in Wealth Management

Struggling with disconnected tools in wealth management? Learn how Investipal’s integrated platform streamlines risk assessments, portfolio management, compliance, and client engagement—saving time, reducing costs, and improving efficiency.

Technology

February 3, 2025

How Personalized Portfolio Construction Is Reshaping Wealth Management

Clients expect more than cookie-cutter portfolios—they want personalized investment strategies that align with their goals, values, and risk tolerance. Learn how AI-powered portfolio construction streamlines customization, enhances efficiency, and helps financial advisors scale personalization without increasing workload.

Personalization

January 29, 2025

Automate the Entire Sales & Portfolio Lifecycle—End to End

Accelerate Client Acquisition

Personalized Portfolio Management

AI Portfolio Construction

Advanced Portfolio Management

Intelligent Compliance

Our Results

Partnering with high growth advisors

Helping You Accelerate Your Firm's Growth and AUM

Automated Client Acquisition

AI Portfolio Tools

AI Compliance Management

Grow Your Book, We'll Handle The Rest

Brokerage Account Statements

Held-Away Assets

Risk Assessment

Portfolio Comparison

IUL & Annuity Modeling

Proposal Generation

Investment Research

Portfolio Construction

Portfolio Management

Portfolio Management

Compliance Tools

Client Communication

Secure Shield

Articles & Resources

How Top Advisors Prove Their Worth (Without Overloading Clients with Data)

The High Cost of Disconnected Systems in Wealth Management

How Personalized Portfolio Construction Is Reshaping Wealth Management

See Investipal in Action—Book a Demo Today