How It Works
Discover how our AI-powered platform streamlines your entire workflow from client onboarding to portfolio management. 90% automation, 10-minute processes.
Schedule a DemoHow Investipal Works
Get started in minutes with our simple, streamlined workflow that transforms weeks of work into 10-minute processes.
Upload client documents
Simply upload brokerage statements and other client documents to get started.
AI analyzes and extracts data
Our AI automatically extracts and analyzes all relevant information from the documents.
Generate personalized proposals
Create customized investment proposals and compliance documents in minutes.
Build and manage portfolios
Construct and manage personalized portfolios with AI assistance.
The Complete Advisory Operating System
Five integrated modules that cover your entire client journey from lead generation to ongoing portfolio management.
Marketing & Lead Generation
Deliver the right message at the right time with our intelligent marketing suite.
- 3-factor risk assessment embeddable on your website
- Portfolio sentiment monitoring with auto-generated messaging
- Custom marketing materials generated in real-time
- AI-powered client communication and re-engagement
Sales & Proposal Generation
Time kills deals, so reclaim your time with instant portfolio analysis and proposal generation.
- Upload client statements and extract portfolios in seconds
- Portfolio comparison with advanced historical analysis
- Monte Carlo modeling to show future possibilities
- Tax savings optimization with confidence
- Auto-generate sleek, compliant proposals ready to send
Client Onboarding & Compliance
Seamless and compliant onboarding that reduces time from weeks to minutes.
- Build custom forms & agreements from templates
- Streamlined e-signature workflows in one place
- Automated AML compliance checks
- Risk tolerance questionnaires with AI completion
- Document generation ready-to-sign
Compliance Automation
Your to-do list, automated. Stay compliant while reducing manual work.
- Know Your Product (KYP) comparisons
- Personalized Investment Policy Statements in seconds
- AI-powered Regulation Best Interest documentation
- Portfolio drift monitoring and alerts
- Automated compliance document generation
Portfolio Construction & Management
Build perfect portfolios for every client with AI-powered personalization.
- Model anything: public and private assets
- AI-generated client-specific portfolios in seconds
- Drift alerts and optimization for volatility, Sharpe, or factors
- Recommend better-performing, lower-cost alternatives
- Custom security builder for alternative investments
Real Results for Real Advisors
See the measurable impact Investipal has on advisory practices across North America.
saved per brokerage statement analysis
saved per comparative portfolio analysis
saved per proposal generation
Cost savings vs. common tech stack
Client onboarding time reduction
Time saved on manual processes
Replace Your Fragmented Tech Stack
Firms have consolidated away from these tools:
What Advisors Are Saying
"Investipal has been a game-changer for our firm. It really had become an efficiency multiplier for our assistants and back office. The streamlined data gathering and compliance processes have freed up our time, allowing us to focus on what truly matters—our clients."
"At ProsperPlan Wealth, we're deeply committed to integrating cutting-edge technology to transform the financial planning landscape. Investipal's innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes."
See Investipal in Action
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
Schedule a Demo