Detect, Analyze, and Mitigate Portfolio Risk in Real-Time with AI
Uncover hidden concentration risks and correlations. Analyze asset class, geographic, and sector exposure. Stay ahead of market shifts with automated drift alerts, and optimize portfolios effortlessly using advanced rebalancing tools.
Helping advisory firms across North America accelerate their growth
Comprehensive Risk Insights at Your Fingertips
Harness the power of AI to transform your risk management strategy and elevate your advisory practice.
Uncover Hidden Risks
Instantly analyze concentration and correlation insights across your portfolios. Identify potential vulnerabilities and make data-driven decisions to protect your clients' wealth.
Multi-Dimensional Exposure
Gain a 360-degree view of asset class, geographic, and sector exposures. Visualize complex data in intuitive dashboards, empowering you to communicate risks effectively to clients.
Stay Ahead with Smart Alerts
Receive real-time drift notifications when portfolios deviate from their targets. Proactively manage risk and demonstrate your value by addressing issues before they become problems.
Optimize with Precision
Leverage advanced rebalancing tools using minimum volatility and maximum Sharpe ratio strategies. Fine-tune portfolios efficiently, balancing risk and return to meet your clients' unique goals.
Productivity
Uncover hidden risk and scale with confidence.
Free up your time to spend on higher-value activities.
95%
Time saved
7
Hours saved on portfolio construction and analysis
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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