Financial Planners - Investipal

Helping advisory firms across North America accelerate their growth

AI-Powered Efficiency for Financial Planners

Bridge the gap between financial planning and portfolio management with automated portfolio construction, real-time analytics, and compliance-ready proposals.

Portfolios

AI-Driven Portfolio Construction

Investipal’s portfolio construction engine enables planners to build hyper-personalized portfolios

AI-driven portfolio construction & management – Build fully customized client portfolios in seconds & optimize in 1-click
Multi-factor optimization – Align portfolios with risk tolerance, income needs, and long-term goals
Public and alternative assets – Seamlessly allocate across equities, ETFs, mutual funds, and alternatives

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Analytics

Uncover Hidden Wealth & Provide Smarter Advice

Held-away assets and incomplete data make financial planning harder. Investipal automates data intake so you can deliver more accurate, proactive recommendations.

Instant account aggregation – Sync multiple accounts with ease
AI-powered statement scanning – Extract holdings from PDFs and integrate seamlessly
Advanced portfolio analytics – Identify risks, gaps, tax impacts and better allocation strategies

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Proposals & Compliance

Seamless Compliance & Proposal Generation

Clients expect clear, actionable financial plans—regulators expect accurate documentation. Investipal ensures you deliver both effortlessly.

One-click investment proposals – Turn insights into client-ready presentations instantly
Automated compliance tools – IPS, Reg BI, KYP, and real-time monitoring
Client-friendly reports & disclosures – Simplify complex financial strategies for better decision-making

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Productivity

Spend more time advising and less time on admin

Free up your time to spend on higher-value activities.

Faster than traditional sales processes. Do in 1 day what used to take 4 weeks.

70%

Cost savings versus comparative tech stack

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Security

Designed for the Enterprise

Investipal is built with security-first architecture, ensuring compliance and data protection.

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 certified and all data is fully protected with advanced encryption and secure protocols.

Scalability

Grow through technology, not headcount.

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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

Deliver Holistic Advice With a Complete View of Client Wealth

AI-Powered Efficiency for Financial Planners

AI-Driven Portfolio Construction

Uncover Hidden Wealth & Provide Smarter Advice

Seamless Compliance & Proposal Generation

Spend more time advising and less time on admin

Designed for the Enterprise

Compliance & Privacy

Security

Scalability

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.

See Investipal in Action—Book a Demo Today