AI for financial advisors streamlining proposals
One platform from scanning a statement to delivering a proposal to onboarding a client, plus the reporting, billing, and AI to run the firm around it.
- Client Meeting Notes
- CRM Data
- Brokerage Statements
- Client Onboarding
- Portfolio Construction
- Portfolio Recommendations
- Client Risk Analysis
- AI Proposal Generation
- Tax-Transition Analysis
- Risk & Sentiment Monitoring
Trusted by advisory firms across North America
Every step, one system
Scan a statement, generate a proposal, build the portfolio, onboard the client, send the invoice, without rekeying data or switching tools.
From first document to signed client
Every step connects. Upload a statement, generate the proposal and IPS, optimize the portfolio, and move straight into onboarding, without starting over in a different tool.
Step 1: Scan statements
Upload a supported brokerage statement, review the extracted holdings and account data, and use confirmed information in proposal, IPS, and portfolio workflows.
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Step 2: Generate the proposal and IPS
Analyze the current portfolio and prepare an editable proposal and IPS draft with allocation ranges, rationale, and reviewable guardrails in one workflow.
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Step 3: Pressure-test the portfolio
Review hidden concentration, compare scenarios, and explain why the recommended allocation fits. The portfolio work stays connected to the proposal, not in a separate spreadsheet.
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Step 4: Move straight into onboarding
When the client approves, continue into configured document collection, client actions, review tasks, and account-opening handoffs without re-entering the approved proposal data.
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Everything a modern wealth management firm needs
Engagement, AI execution, and billing run where the client data already lives. No separate tools to stitch together.
Monitor prospect portfolios and trigger follow-up based on real portfolio context, not generic drip sequences.
Learn more about AI-Driven Engagement
An AI assistant for financial advisors that answers questions, creates tasks, builds proposals, and executes follow-up inside Investipal.
Learn more about Alpha
Run AUM, flat, tiered, and subscription billing with ACH/card collection, client billing history, and admin reporting.
Learn more about Billing & Payments
Trusted by leading advisory firms
Perspectives from advisory firms using Investipal in their workflows.
"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."
ProsperPlan Wealth
"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."
Pacific Portfolio Advisors
"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."
William Joseph Capital Management
Frequently asked questions
Common questions about the platform and how the pieces fit together.
What is Investipal?
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.
What workflow does Investipal cover?
The workflow starts with brokerage statement scanning, moves into proposal generation and IPS documentation, then into portfolio construction and risk review, carries approved clients into onboarding, and finishes with billing and payments. Every stage stays connected in one system.
Does Investipal include investment policy statement software?
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.
Can Investipal read brokerage statements?
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.
How is the AI assistant different from AI-Driven Engagement?
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.
Does Investipal support RIA billing and payments?
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.
See the Full Platform in Action
See how one platform replaces 6+ point solutions for advisory teams.