Helping advisory firms across North America accelerate their growth
Any Brokerage Statement, Any Format. In Seconds.
Let AI automatically read, extract, organize and analyze the holdings data of your clients portfolio.
Parse
Let OCR & Gen-AI instantly convert PDFs, images, faxes, or just about any file format into structure, usable data.
Enrich & Analyze
Get a comprehensive analysis of your client's portfolio, compare it to your models, run backtests, and more. Choose the winning strategy and win the business.
Reduce Errors
Automating manual data entry means less mistakes, less NIGOs, and better productivity.
Export into CSV
Want to export the data into another system? No problem. Simply download the structure data into a CSV.
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
Pricing
Pay only for what you use.
Simple, transparent pricing that grows with you. First 3 statements are free.
Drive Productivity
Use AI to read, extract, organize and analyze statements, in seconds.
Reduce Errors
Automating data entry means less errors and less NIGOs.
Stay Compliant & Secure
SOC2 compliant, fully protected and completely private.
Usage-based
Popular
Our most popular plan for advisory teams. Get in touch for customized pricing for large firms.
$15/statement
FEATURES
PDF Brokerage Statements
Ticker Enrichment
Image Scans
Asset Classification
Handwritten Notes
Portfolio Analysis
Excel/CSV Files
Risk Exposure
Data Export into CSV
Correlation Analysis
First 3 Statements Are Free
Ready to get started? Get in touch below to speak with an expert.
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