Software for financial advisors
One platform for financial advisors, with AI that puts your client context to work. Build personalized portfolios and proposals, onboard clients, and manage billing.
Book a demoFrom statement to recommendation, proposal, onboarding, and billing.
In good company
Explore the platform
From incoming information to ongoing client work.
From complexity to clarity
Extract holdings, cost basis, and risk context from brokerage statements without manually re-keying the data.
Explore statement scanningThe next step, already connected
One platform from scanning a statement to delivering a proposal to onboarding a client.
Bring meeting notes, client goals, and portfolio analysis into a proposal with a narrative built around the household.
Explore proposalsSend the eSign package, collect a payment method, and start billing from one connected onboarding flow.
Explore onboardingIn good company
We're deeply committed to integrating cutting-edge technology to transform the financial planning landscape. Investipal's innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes and elevate the client and advisor experience.
Investipal has completely transformed how we approach client onboarding and portfolio management. The AI-powered tools save us countless hours while delivering better outcomes for our clients.
Investipal has been a game-changer for our firm. It really had become an efficiency multiplier for our assistants and back office. It's an indispensable tool for any advisory firm looking to thrive in today's competitive market.
Meet Alpha
Alpha builds complete proposals, creates client collateral, and prepares for upcoming portfolio reviews. Your client context becomes work done.
Explore AlphaMorgan’s portfolio review is tomorrow. I’ve prepared the deck.
Household overview, portfolio discussion, and client priorities, assembled for the meeting.
Beyond the next proposal
Explore the rest of your connected practice.
Explore the platformBuild from goals or risk, with public investments, alternatives, and insurance in view.
Generate a client-specific IPS tied to the recommendation, not a disconnected template.
Client portal, meeting context, and preparation for every conversation.
Flexible client fees, advisor payouts, and practice reporting.
Part of your world
Your CRM, meeting notes, custodians, and financial planning tools.
Explore integrations
Bank-Level 256-bit Encryption
Investipal is financial advisor software and wealth management software that covers the full advisory workflow: statement scanning, proposals, IPS, portfolio construction, onboarding, AI-driven engagement, Alpha, and Billing & Payments in one platform.
Scan statements, assess risk and build a personalized allocation. Compare portfolios, prepare the proposal and IPS, then carry the client into onboarding and billing in the same system.
Yes. Investipal includes an investment policy statement generator that creates a compliant, client-specific IPS in about 60 seconds with risk inputs, allocation ranges, rebalancing thresholds, and audit-ready documentation. It replaces manual IPS templates.
Yes. Investipal includes brokerage statement scanning software that extracts holdings, account data, cost basis, and client context from PDF statements so advisors can move into analysis and proposals without manual re-keying.
AI-Driven Engagement focuses on prospect monitoring and outreach tied to portfolio activity. The AI assistant for financial advisors (Alpha) handles task execution, proposal follow-through, and workflow automation inside the platform.
Yes. Investipal includes RIA billing software for AUM, flat, tiered, and subscription fees, ACH or card collection, client billing history, and admin reporting by advisor, payment rail, and fee type.
