Q2 Product Updates: Automated Data Extraction & Analysis, Simplified Workflows, and More.

With Q2 firmly behind us, we’re excited to announce several new product updates from the past few months. These updates are designed to streamline your workflow, enhance client engagement, and provide deeper insights into client portfolios. Here’s a closer look at the latest features we’ve added to our platform:

1. Automated Account Statement Scanner

Our new Account Statement Scanner is here to revolutionize how you gather and analyze client information. This feature automatically scans, extracts, and analyzes data from client documents, significantly reducing the time you spend on manual data entry. With advanced OCR (Optical Character Recognition) and Gen AI technology, the Account Statement Scanner ensures accuracy and efficiency, allowing you to focus on more strategic tasks.

Key Benefits:

• Automated Data Extraction: Quickly pull account holdings data from PDFs and other document formats, including brokerage statements and ACATS forms.
• Advanced Analysis: Leverage AI to not only extract but also analyze document data, providing valuable insights.
• Improved Accuracy: Minimize errors associated with manual data entry.
• Time-Saving: Manually combing through documents and analyzing data can take up 5-10+ hours per week. The automated scanner reduces this time by 95%, delivering significant time savings, allowing you to focus on client relationships and business growth.

2. Simplified Dashboard

We’re thrilled to introduce a completely redesigned Dashboard that provides easy navigation and intuitive workflows. Quickly qualify prospects, conduct analysis, create beautiful proposals, manage portfolios and manage clients.

Key Features:

• Simplified Workflows: Onboard new clients and build portfolios in minutes.
• Intuitive Design: Navigate with ease thanks to a user-friendly interface.

3. Enhanced Risk Assessments

Engaging with clients just got easier with our enhanced Risk Assessment Context feature. This update provides advisors with added context to help them understand what each client's risk profile means and how to use that information to better serve their clients and position themselves to win more business.

Key Features:

• Advisor Insights: Receive detailed explanations and context about client risk profiles.
• Strategic Guidance: Understand how to leverage risk assessment data to tailor investment strategies.
• Enhanced Client Service: Use comprehensive risk insights to improve client interactions and service offerings.

4. Held-Away Asset Integration

Understanding the full picture of your clients’ financial situation is crucial. Our new Held-Away Asset Integration feature allows you to integrate and view assets that are not directly managed by you, providing a more holistic view of your clients’ wealth.

Key Benefits:

• Comprehensive View: See all of your clients’ assets, including those held at other institutions.
• Better Insights: Make more informed decisions with a complete understanding of your clients’ financial landscape.
• Improved Client Service: Enhance your advisory services by considering the entirety of your clients’ assets.
• Extensive Access: Integrate with 12,000 financial institutions, making it easier for advisors to provide holistic advice and grow wallet share.

Looking Ahead

At Investipal, we are committed to continuously improving to meet the evolving needs of our users and drive theindustry forward. These new features are designed to help you save time, enhance client engagement, and provide more comprehensive financial advice. We believe these updates will empower you to better serve your clients and grow your practice.

Stay tuned for more updates, and as always, we welcome your feedback to help us make Investipal even better.