Empower advisors to win more business and increase wallet share via held-away assets. Prospects and clients can sync accounts seamlessly to receive instant portfolio analysis, while you get insights that can help to win the business - and tools to streamline the process.
Unify and automate key sales and onboarding processes from risk assessments and brokerage account statement scanning, to portfolio comparison and proposal creation.
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Our AI-powered IPS generation and Reg BI tools reduce errors, enhance policy adherence, and free up your team's time, allowing them to focus on growth.
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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 unified advisor suite helps your team focus more on growing AUM instead of worrying about paperwork or toggling between disparate software(s).
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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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