Q3 Product Updates: AI Document Scanning & Creation, AI Portfolio Construction, and More

As we reflect on Q3, we’re pleased to share new platform updates that simplify your workflow, deepen client engagement, and make it easier to analyze client portfolios. Here’s a look at what’s new:

1. Enhanced AI Statement Scanner

This quarter, we enhanced our AI Statement Scanner to handle larger documents with ease. Now, advisors can upload documents up to 100+ pages, expanding the tool’s reach and making it possible to extract data from even the most detailed client records. This means less time on manual data entry and more time for client relationships.

Key Benefits:

• Expanded Document Coverage: Upload multi-page statements, even lengthy brokerage reports, and extract information in minutes.
• Automated Data Extraction: Pull account holdings and other data directly from PDFs and large documents.
• Efficient Analysis: Use AI to extract, review, and interpret data, allowing faster insights.
• Fewer Errors: Reduce mistakes that come with manual entry, especially for long documents.
• Time Saved: Reclaim valuable time from data entry for client work.

2. Explainable AI Portfolio Builder

We’ve developed a proprietary portfolio builder doesn’t just automate asset allocation recommendations—it explains them. This tool takes personalization to a new level by constructing portfolios based on an advisor’s asset universe and aligns them with each client’s risk profile, interests and tax considerations. Unlike traditional “black box” models, it provides clear reasoning behind each recommendation, so advisors can confidently share their decision-making process with clients and relevant stakeholders.

Key Features:

• Transparent Decisions: Know the reasoning behind each allocation to build client trust.
• Personalized Portfolios: Align every portfolio with the client’s specific goals and risk level.
• Compliance-Friendly: Meet regulatory demands with clear, traceable decision-making.

3. AI-Generated Reg BI Documentation

Meeting regulatory requirements and communicating recommendations effectively are critical components of advisory practice. Our new AI-Generated Best Interest Statements help advisors automatically generate compliant, client-specific documentation that clearly explains why a recommendation aligns with each client’s best interests.

Key Benefits:

• Automated Compliance Support: The AI system automatically produces statements that meet regulatory standards, allowing you to focus on advising rather than documentation.
• Personalized Explanations: Each statement is customized to the client’s individual needs, investment profile, and goals, ensuring clarity and transparency in recommendations.
• Time and Error Reduction: Avoid hours spent drafting statements manually while minimizing the risk of documentation errors, giving you more time for client conversations.

Additional Enhancements

In addition to our major releases, we’ve rolled out several smaller updates to improve functionality across the platform:

• Enhanced Portfolio Visualizations: Updated visuals improve clarity, making it easier to communicate insights to clients.
• Sales Proposal Enhancements: Streamlined templates and customization options help you create impactful proposals more efficiently.
• Multi-Lingual Support: With expanded support for French and Portuguese, advisors can now better serve diverse client bases.

Looking Ahead

These updates are part of our ongoing commitment to helping advisors thrive in an ever-evolving landscape. We’re dedicated to providing tools that save time, improve client interactions, and support your advisory practice. As always, your feedback is essential in helping us make Investipal the best platform for advisors. Book a demo to learn how Investipal can help you be more productive and deliver better client outcomes.