Wealth Firms

Helping advisory firms across North America accelerate their growth

An Enterprise-Ready Solution for Modern Wealth Firms

Eliminate inefficiencies, increase advisor productivity, and drive AUM growth through automation, data intelligence, and compliance-ready workflows.

Sales

Close More Business, Faster

Reduce operational drag by automating key advisor workflows—from client profiling to portfolio proposals—while maintaining firm-wide consistency.

Automated client intake – From risk assessments to brokerage statement scanning
Instant analysis – Automated portfolio analysis, comparisons and Monte Carlo modelling
One-click proposal generation – Ensure every advisor delivers high-converting, compliance-ready recommendations

Schedule a Demo

Portfolios

Personalized Portfolio Construction—At Scale

Ensure consistent investment outcomes across the firm while allowing for personalization at the advisor level. Investipal’s AI-driven portfolio engine builds optimized, risk-adjusted portfolios in seconds.

Firm-wide investment mandates, applied dynamically – Standardize portfolio strategy while adapting to each client’s needs
AI-powered asset allocation – Automatically construct portfolios across equities, ETFs, mutual funds, and alternatives
Automated rebalancing & risk monitoring – Maintain alignment with client goals and market conditions

Schedule a Demo

Compliance

Reduce Compliance Risks While Driving Growth

Regulatory oversight shouldn’t slow down expansion. Investipal ensures compliance firm-wide, reducing risk while freeing your team to focus on AUM growth.

Automated IPS & Reg BI documentation – Generate compliant documents instantly
Firm-wide KYP & portfolio monitoring – Ensure advisors meet fiduciary obligations at scale
Audit-ready data tracking & reporting – Reduce manual oversight and mitigate compliance risk

Schedule a Demo

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

Schedule a Demo

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.

Schedule a Demo

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

Scale AUM, Drive Efficiency, and Reduce Risk—All in One Platform

An Enterprise-Ready Solution for Modern Wealth Firms

Close More Business, Faster

Personalized Portfolio Construction—At Scale

Reduce Compliance Risks While Driving Growth

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