Create more opportunities to provide advice by enabling clients to upload or integrate their existing accounts seamlessly. They receive instant analysis, while you uncover hidden insights that can drive informed decisions - with tools to streamline your workflow.
Effortlessly track and manage portfolios with institutional-grade insights, backtesting, risk management tools and out-of-the-box optimizations, powered by AI.
Offer best-in-class digital advice to clients through an app designed with the latest technology for the modern investor.
Generate robust portfolio insights between your clients' existing investments and your proposed solution highlighting over 20 risk indicators.
Ensure you're managing your clients effectively with our intuitive risk assessment that spans risk capacity, behavior and also what they're currently investing in.
Save hours with our AI brokerage account statement scanning that extracts holdings from your client's PDF reports direct into our portfolio analysis.
Craft proposals in minutes with our fully customizable proposals that leverage Investipal's risk assessment and portfolio comparisons.
Share realtime access to your portfolios and automatic updates to keep your clients in the know on their investments.
Sync client's held-away assets including IRAs, 401k and taxable accounts for a full picture on your client's wealth.
Experience the utmost confidence in your data with Secure Shield. Our robust security measures ensure that your information is protected.
Research all North American stocks, ETFs and mutual funds to build the perfect portfolio for each client.
Understand your portfolio's risk and return characteristics.
Optimize, backtest and stress test portfolios with our quantitatively driven portfolio rebalancing including minimum volatility, risk parity and Sharpe Ratio optimal portfolios.
Create or update household and account-level Investment Policy Statements (IPSs) in minutes, and effortlessly generate Reg BI documents to stay compliant, powered by AI.
Rethink your onboarding process to provide value to clients immediately. Investipal helps you source information from your clients and craft portfolio analysis, proposals and compliance docs before you ever meet.
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Investipal's enables financial planners to get held-away data and the portfolio insights needed to deliver sound advice.
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