Eliminate manual effort by automating premium calculations, policy modeling, and withdrawal strategies—saving you time and ensuring accuracy.
Transform intricate data into easy-to-understand forecasts and comparisons, empowering clients to make confident decisions.
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Create personalized, visually compelling proposals in just minutes that build trust, understanding, and drive conversions.
Save hours with our AI brokerage account statement scanning that extracts holdings from your client's PDF reports direct into our portfolio analysis.
Sync client's held-away assets including IRAs, 401k and taxable accounts for a full picture on your client's wealth.
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.
Generate robust portfolio insights between your clients' existing investments and your proposed solution highlighting over 20 risk indicators.
Simplify complex insurance planning with automated calculations, forecasts, proposals.
Craft proposals in minutes with our fully customizable proposals that leverage Investipal's risk assessment and portfolio comparisons.
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.
Train AI on your investment universe to deliver truly personalized portfolios. First-of-its-kind transparent model that scales asset allocation across public & alternative assets.
Optimize, backtest and stress test portfolios with our quantitatively driven portfolio rebalancing including minimum volatility, risk parity and Sharpe Ratio optimal portfolios.
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.
Share realtime access to your portfolios and automatic updates to keep your clients in the know on their investments.
Experience the utmost confidence in your data with Secure Shield. Our robust security measures ensure that your information is protected.
Rethink your sales process to provide value to clients immediately. Investipal helps you streamline data intake, portfolio analysis, proposals and compliance.
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Investipal's AI-generated portfolio tools help you focus more on client relationships and building your book.
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Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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