Generate Professional Investment Proposals in Under 10 Minutes
Create stunning, branded proposals with portfolio analysis, AI-generated content, and full customization. Run the analysis, let AI write the narrative, customize your message, and deliver a proposal that wins the business—all in one seamless workflow.
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Trusted by advisory firms across North America
Fully Branded Proposals
Customize every proposal with your logo, brand colors, and custom cover images. Every proposal reflects your brand and positions you as the premium choice. No design skills required—just customize the branding settings once and generate unlimited branded proposals.
AI Writes Your Proposal Content
AI analyzes the portfolio comparison and generates compelling narratives explaining why your recommended strategy is superior. Customize the AI prompts to match your voice and messaging. Edit the output directly in the proposal—or let AI handle it entirely.
Automatic Portfolio Analysis Charts
Every proposal includes professional charts comparing current vs. recommended portfolios: asset allocation, risk metrics, historical performance, geographic exposure, and more. Charts are auto-generated from your analysis—no manual work required.
Complete Workflow Integration
Run portfolio comparison or goal-based analysis, generate the proposal, customize content, and deliver—all in one platform. Add compliance documentation (IPS, Reg BI) with one click. Send the proposal and onboarding link together to close deals faster.
Close More Deals with Less Effort
Stop spending hours building proposals in PowerPoint. Generate professional, personalized investment proposals in minutes and focus on what matters—winning the business.
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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