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.
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Trusted by advisory firms across North America
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.
Better operations and smarter resource utilization.
Free up your time to spend on higher-value activities.
Perfect for Your Practice
Discover how different financial professionals use this feature
Enterprise-Grade Security
Your data is protected with bank-level security
Compliance & Privacy
Ensure adherence to SEC/FINRA standards with built-in compliance and privacy features. No user data is used in training.
Security
Investipal is SOC2 Type II compliant and all data is fully protected with advanced encryption and secure protocols.
Scalability
Grow through technology, not headcount.
"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."
See Investipal in Action
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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