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.
Schedule a Demo
Trusted by advisory firms across North America
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.
Uncover hidden risk and scale with confidence.
Free up your time to spend on higher-value activities.
Perfect for Your Practice
Discover how different financial professionals use this feature
Enterprise-Grade Security
Your data is protected with bank-level security
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 Type II compliant and all data is fully protected with advanced encryption and secure protocols.
Scalability
Grow through technology, not headcount.
"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, particularly in utilizing OCR technology to streamline processes to elevate the client and advisor experience."
See Investipal in Action
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
Schedule a Demo