Onboard Clients in Days, Not Weeks—With One Secure Link
Send prospects one branded portal to complete everything: risk assessment, statement upload, AML verification, disclosures, and advisory agreement signing. Built-in e-signature. Zero back-and-forth emails. Complete onboarding 10x faster.
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Trusted by advisory firms across North America
Configure Your Perfect Onboarding Workflow
Choose what you need: risk assessment questionnaires, statement uploads, client information requests, AML/ID verification (scan driver's license, cross-check with OFAC), disclosure forms, and advisory agreements. Configure the order and what you collect—fully customizable to your process.
One Secure, Branded Portal for Clients
Send prospects one link to a secure, custom-branded portal. They complete everything in one place—on their phone or desktop. No app downloads, no account creation, no confusion. Just a clean, professional experience that reflects your brand.
Built-In E-Signature—No Third-Party Tools
E-signature is built directly into the platform. Clients sign advisory agreements, disclosures, and compliance documents right in the portal. No DocuSign, no HelloSign, no extra logins. Track signature status in real-time and get instant notifications when complete.
Complete Workflow Integration
Use as a standalone onboarding tool—or as the final step in your Investipal sales workflow. Complete data intake, run analysis, generate a personalized proposal to win the business, create an IPS instantly, then send the onboarding portal for completion. All in one seamless workflow.
Close Deals Faster and Onboard More Clients
Stop chasing clients for documents and signatures. Automate your entire onboarding process and focus on growing your practice.
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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