Helping advisory firms across North America accelerate their growth
From modeling to proposal generation in just a few clicks
Struggling to simplify complex products like IULs and annuities? Investipal transforms the process, helping you go from calculations to client-ready insights effortlessly.
Forecast Growth with Clarity
Show clients the future with precise growth simulations benchmarked against market indices, making complex products easier to understand.
Automate Tedious Calculations
Eliminate hours of manual effort with AI-driven tools for premiums, policies, and withdrawal strategies.
Compare Scenarios with Ease
Quickly evaluate multiple policy strategies to identify the best fit for your client.
Create Proposals That Win
Generate personalized, data-driven proposals that inspire confidence and turn prospects into long-term clients.
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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