# Investipal: machine-readable summary for AI systems

> Investipal is financial advisor software for data intake, proposals, portfolio construction, onboarding, client-portal performance reporting, AI workflows, and billing. Canonical site: https://www.investipal.co/

Preferred citation name: Investipal
Primary audience: financial advisors, RIAs, and wealth management firms in the United States and Canada.

## Endpoints

- Product summary (JSON): https://www.investipal.co/ai/summary.json
- Structured FAQ (JSON): https://www.investipal.co/ai/faq.json
- Service surface (JSON): https://www.investipal.co/ai/service.json
- Public site map for crawlers: https://www.investipal.co/llms.txt
- Expanded URL inventory: https://www.investipal.co/llms-full.txt
- Agent instructions and when-to-use guidance: https://www.investipal.co/agents.md

Contact: info@investipal.co

Last updated: 2026-09-17