For Advisors & Planners
Regulation Best Interest (Reg BI) Generator

Generate Compliant Reg BI Documentation in 1-Click with AI

Streamline your Reg BI compliance process and automate disclosure generation.
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Helping advisory firms across North America accelerate their growth

Streamline Reg BI Compliance with AI-Powered Automation

Transform your compliance process - from client profiling to disclosure generation to ongoing obligation fulfillment.

Comprehensive Client Profiling

Capture essential client information with a quick assessment that analyzes investment objectives, risk tolerance, and financial situation.

Generate Tailored Disclosures

Instantly create required disclosures, customized for each client's unique circumstances.

Meet Core Obligations

Effortlessly fulfill Reg BI's four pillars to meet regulatory expectations with maximum efficiency.

Monitor Ongoing Compliance

Stay ahead of regulatory changes with real-time updates and automated compliance checks, ensuring consistent adherence to Reg BI obligations.
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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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