Win More Clients + Automate Portfolios in One Place
From building and diversifying to tracking and tweaking, manage all your client portfolios seamlessly with Investipal. It’s time to start spending less time juggling your existing accounts so you can spend more time acquiring new business.
Leverage value-add tools embedded directly in your website to turn visitors into clients
Clients today want to understand their investments. Leverage engaging tools that socialize risk, identify gaps in their current investments and convert those opportunities into more business, all without lifting a finger.
Quick and Easy Onboarding
Connecting the dots between risk and portfolio construction
Complete the automated “Know Your Customer” (KYC) questionnaire.
Analyze the investor profile.
Begin building a compliant portfolio.
It’s that easy!
Maximize Efficiency, Reduce Risk, and Optimize Returns
Take advantage of robust portfolio builder tools designed to help investment advisors serve their clients.
Quickly and easily analyze risk for all your clients' portfolios and make adjustments in seconds to prevent undue risk. Built-in optimizers let you easily rebalance and stress-test portfolios, providing clients piece of mind and you with more time to scale your book. Investipal's portfolio monitoring will alert you of any potential risks before they become a problem.
Streamline Client Onboarding for a More Seamless, Collaborative Investing Experience
Elevate the client experience and empower your clients with features that encourage communication and collaboration.
Client communication is key. With Investipal, you can focus on converting more business with the help of our AI-generated proposals and IPS. Rather than collecting information from your clients, focus on establishing trust while we take care of the rest.
Get Smarter About Your Clients’ Investments
Join the Investipal community today to start taking your business to the next level.
Everyday Investor
If you’re an independent investor, click “Sign Up” below to get started.
