Close More Leads with AI-Driven Personalized Engagement
We all want every prospect to close today—but what if they don’t? If you’re relying on monthly follow-ups or generic posts, you’re missing key chances to re-engage. Investipal bridges that gap by monitoring each prospect’s actual portfolio and letting you know when it’s time to step in with meaningful, data-backed insights.
Helping advisory firms across North America accelerate their growth
Turning “Not Now” into “Tell Me More”
Investipal keeps tabs on every lead’s real investments, so you can reach out with solutions that address their actual situation—no more out-of-date numbers or unrelatable charts.
Live Portfolio Monitoring
Stay updated on each prospect’s holdings. Know instantly when a position underperforms or fees spike—and use that information to engage with clarity and relevance.
On-Demand, Customized Materials
Generate fresh charts, analyses, and proposals instead of presenting last quarter’s stale data.
Actionable Alerts & Explanations
Automated notifications tell you exactly which issues to highlight, backed by easy-to-understand explanations—cutting out guesswork and saving you hours in prep time.
Proactive Lead Re-Engagement
No more lukewarm “Just checking in” emails. Let timely alerts drive a conversation around potential upgrades, missed gains, or new investment opportunities.
Productivity
Better operations and smarter resource utilization.
Free up your time to spend on higher-value activities.
We’re deeply committed to integrating cutting-edge technology to transform the financial planning and investment management landscape. Investipal’s innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes to elevate the client and advisor experience.
Lauren M. Williams
CEO. ProsperPlan Wealth
Ready to get started with Investipal?
Get started at just $20/month for the first 3 months.
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