AI for financial advisorsstreamliningproposals|
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.
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
Step 1: Scan statements
Upload a brokerage statement and get clean holdings, account structure, and cost basis in minutes. No re-keying — the data flows straight into proposals, IPS, and tax planning.
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Step 2: Generate the proposal and IPS
Step 2: Generate the proposal and IPS
Analyze the current portfolio, build the client-ready proposal, and generate IPS documentation with allocation ranges, rationale, and rebalancing guardrails. One workflow, not three.
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Step 3: Pressure-test the portfolio
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
Step 4: Move straight into onboarding
When the client approves, continue into document collection, AML checks, document acceptance, and account opening. Clients tap accept — signatures captured automatically. The workflow doesn't reset after the proposal is delivered.
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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
Join hundreds of financial advisors who rely on Investipal to automate their workflow, reduce costs, and deliver exceptional client experiences.
"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
"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.
See the Full Platform in Action
See how one platform replaces 6+ point solutions for advisory teams.