Helping advisory firms across North America accelerate their growth
From Modeling to Proposal Generation in Just a Few Clicks
Build custom securities effortlessly with bulk data upload, performance analysis, and automated structuring, so you can focus on making smarter investment decisions.
Define & Customize Securities
Model securities with historical returns, risk metrics, and distribution schedules.
Bulk Upload & Automate Data Entry
Easily import performance data from Excel for fast, efficient processing.
Track Performance & Optimize Risk
Model investment performance, cash flows, and risk-adjusted returns.
Private Market & Alternative Investments Support
Build structures like private equity funds, annuities, and more.
Productivity
Better operations and smarter resource utilization.
Free up your time to spend on higher-value activities.
4x
Faster than traditional sales processes. Do in 1 day what used to take 4 weeks.
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 to streamline processes to elevate the client and advisor experience.
Lauren M. Williams
CEO. ProsperPlan Wealth
Ready to get started with Investipal?
Get started at just $20/month for the first 3 months.
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