Investipal is hyper-focused on helping wealth managers build more personal relationships with their clients via personalized portfolio construction and client onboarding
Investipal works with firms across the wealth landscape including investment managers, financial planners and private investment council's in the US and Canada.
Investipal has a fully encrypted platform that minimizes the PII collected from your clients. For more information, check out our Security Page.
Investipal partners with all of our clients to build new functionality directly from pain-points you're experiencing and helps identify other areas we or are partners can assist with including marketing and technological support.
Investipal has integrations with hundreds of brokerages and has direct integrations with other software providers, along with an API that can be connected to other solutions you currently leverage
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Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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