Automated Wealth Management Platform

Become 90% more efficient & grow your book

Our AI-driven platform helps you automate data gathering, win and onboard clients, build and manage portfolios, and stay compliant - without overpaying for multiple, disparate systems. It's easier to grow your book with Investipal.

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Helping advisory firms across North America accelerate their growth

Accelerate Client Acquisition

Rethink your onboarding process to provide value to clients immediately. Investipal helps you source information from your clients and craft portfolio analysis, proposals and compliance docs before you ever meet.

  • White-labeled client onboarding
  • AI brokerage account statement scanning
  • Robust portfolio comparsions
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Personalized Portfolio Management

Investipal's AI-generated compliance management helps you focus more on building your book instead of worrying about paperwork.

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Comprehensive Portfolio Analysis
Conduct thorough analysis of yours and your client's existing portfolios
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Unlock Deeper Relationships
Keep clients in the loop on their portfolio, sharing updates and realtime performance monitoring with clients in-app.
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Held-Away Assets
Understand your client's entire wealth picture with our held-away account integrations, supporting over 12,000 institutions
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Our Results

We help advisors and planners across North America grow their practice including independent RIAs to large wealth management firms

  • 50% increase in advisor-owned leads
  • 10 minutes to onboard a new client
  • 95% time tavings with compliance management 
  • $500M+ managed on Investipal

Join us on this journey of exploration and discovery, where every detail is carefully crafted to illuminate the significance of our project.

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Partnering with high growth advisors

Investipal partners with advisory firms across the US and Canada to help focus more of your time working on your business instead of in it.

  • Value-add prospect tools to help convert online traffic
  • AI-assisted sales and onboarding to analyze clients before you ever meet
  • Account statement scanning
  • Robust portfolio analysis and rebalancing

Join our community, and witness the transformation of your dreams into a thriving reality. In the realm of success, Brinks is your steadfast partner, orchestrating a symphony of achievement.

Why Advisors Are Choosing Investipal

Helping You Accelerate Your Firm's Growth and AUM

Personalized Portfolio Construction

Empower your decision-making with our Personalized Analytics Dashboard. Visualize key performance metrics, track trends, and gain actionable insights to inform your business strategy.

  • Robust Portfolio Backtesting
  • AI Driven Portfolio Optimization Unique To Each Of Your Clients
  • Portfolio Risk Monitoring
  • Model Portfolio Allocation
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Intelligent Onboarding

Automate your client onboarding journey from client risk assessment, AI-driven brokerage account statement scanning, to proposal creation and portfolio comparison.

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AI Compliance Management

Investipal's AI-generated compliance management helps you focus more on building your book instead of worrying about paperwork.

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Grow Your Book, We'll Handle The Rest

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Portfolio Comparison

Generate robust portfolio insights between your clients' existing investments and your proposed solution highlighting over 20 risk indicators.

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Risk Assessment

Ensure you're managing your clients effectively with our intuitive risk assessment that spans risk capacity, behavior and also what they're currently investing in.

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Brokerage Account Statements

Save hours with our AI brokerage account statement scanning that extracts holdings from your client's PDF reports direct into our portfolio analysis.

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Proposal Generation

Craft proposals in minutes with our fully customizable proposals that leverage Investipal's risk assessment and portfolio comparisons.

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Client Communication

Share realtime access to your portfolios and automatic updates to keep your clients in the know on their investments.

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Held-Away Assets

Sync client's held-away assets including IRAs, 401k and taxable accounts for a full picture on your client's wealth.

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Investment Research

Research all North American stocks, ETFs and mutual funds to build the perfect portfolio for each client.
Understand your portfolio's risk and return characteristics.

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Portfolio Rebalancing

Optimize, backtest and stress test portfolios with our quantitatively driven portfolio rebalancing including minimum volatility, risk parity and Sharpe Ratio optimal portfolios.

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Compliance Tools

Create or update household and account-level Investment Policy Statements (IPSs) in minutes, and effortlessly generate Reg BI documents to stay compliant, powered by AI.

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Secure Shield

Experience the utmost confidence in your data with Secure Shield. Our robust security measures ensure that your information is protected.

Let's Kickstart Your Growth

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

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