Parse & Analyze Client Account Statements in Seconds
Scan any brokerage statement in any file format—from PDF to PNG—using OCR & AI. First 3 statements are free, then only pay for what you use.
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Trusted by advisory firms across North America
Parse Any Format
Let OCR & Gen-AI instantly convert PDFs, images, faxes, or just about any file format into structured, 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 structured data into a CSV.
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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