For Advisors & Planners
Investment Policy Statement Generator

Generate Personalized Investment Policy Statements in 1-Click with AI

Streamline your compliance documentation and automate drift monitoring.
No manual data entry required.
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Helping advisory firms across North America accelerate their growth

No manual data entry required

Automate your process - from risk assessment to investment selection to asset allocation and goal alignment.

Identify Risk Tolerance

Pinpoint risk tolerance with a quick 5-minute assessment that analyzes risk capacity, behavior and the clients' existing portfolio.

Set Goals & Objectives

Set-up accounts and goals for all members of the household.

Define Asset Allocation & Investment Selection

Set guardrails and define mandates.

Monitor Drift

Ensure consistency and alignment with automated drift alerts.
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Productivity

Better operations and smarter resource utilization.

Free up your time to spend on higher-value activities.
95%
Time saved
1-2
Hours saved per document, on average
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Security

Designed for the Enterprise

Investipal is engineered with security first.

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 compliant (certification pending) and all data is fully protected with advanced encryption and secure protocols.

Scalability

Grow through technology, not headcount.
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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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