Wealth Managers

Grow AUM Faster While Delivering More Value to Clients

Investipal automates every step of the wealth management lifecycle—from client onboarding to portfolio construction, sales, and compliance—so you can grow AUM faster with less manual effort.

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Helping advisory firms across North America accelerate their growth

AI-Powered Growth for Wealth Managers

Scale your practice with AI automation that streamlines every step of your sales and portfolio process.

Portfolios

Personalized Portfolio Construction

Deliver customized investment solutions at scale—across public equities and alternative assets—with AI-powered automation.

AI-powered portfolio optimization tailored to individual risk profiles
Robust backtesting and risk monitoring to uncover hidden exposures
AI-driven portfolio construction—customized for each client, including alternative assets.

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Sales

Automated Sales Process

Close more clients in record time with an end-to-end AI-driven workflow that eliminates manual bottlenecks.

Automated client intake – Instantly process RTQs, brokerage statements, and held-away assets
AI-driven portfolio analysis – Identify gaps, risks, and opportunities within client portfolios, compare to your model(s), and model future returns
Automated proposals – Convert prospects into clients faster with customized, high-impact proposals

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Compliance

AI Compliance Management

Stay fully compliant—without the administrative burden. Investipal automates regulatory workflows, so you can focus on advising, not paperwork.

Instant IPS & Reg BI document generation
AI-driven KYP workflows for compliance & due diligence
Continuous monitoring & automated reporting

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Productivity

Spend more time advising and less time on admin

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

4x

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

See Investipal in Action—Book a Demo Today

Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.

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