From risk assessments to brokerage statements, proposals, portfolio construction (including alts), insurance modeling, and compliance—Investipal automates every step so you can close more clients, faster.
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Turn prospects into clients in record time. Investipal streamlines data intake, portfolio analysis, proposal generation, and compliance—so you can focus on growing your book, not admin work.
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Investipal’s AI-powered portfolio tools help you create hyper-personalized investment solutions at scale—across both public markets and alternative assets.
We help independent advisors and large wealth management firms scale efficiently and grow AUM with AI-powered automation.
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.
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.
From risk assessment to proposal generation, Investipal automates every stage of the sales process so you can focus on relationships, not paperwork.
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Investipal streamlines portfolio construction and management with AI-powered automation, enabling advisors to build hyper-personalized multi-asset portfolios at scale.
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Investipal automates compliance workflows, ensuring advisors stay compliant without the extra admin burden.
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Save hours with our AI brokerage account statement scanning that extracts holdings from your client's PDF reports direct into our portfolio analysis.
Sync client's held-away assets including IRAs, 401k and taxable accounts for a full picture on your client's wealth.
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.
Generate robust portfolio insights between your clients' existing investments and your proposed solution highlighting over 20 risk indicators.
Simplify complex insurance planning with automated calculations, forecasts, proposals.
Craft proposals in minutes with our fully customizable proposals that leverage Investipal's risk assessment and portfolio comparisons.
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.
Train AI on your investment universe to deliver truly personalized portfolios. First-of-its-kind transparent model that scales asset allocation across public & alternative assets.
Optimize, backtest and stress test portfolios with our quantitatively driven portfolio rebalancing including minimum volatility, risk parity and Sharpe Ratio optimal portfolios.
Optimize, backtest and stress test portfolios with our quantitatively driven portfolio rebalancing including minimum volatility, risk parity and Sharpe Ratio optimal portfolios.
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.
Share realtime access to your portfolios and automatic updates to keep your clients in the know on their investments.
Experience the utmost confidence in your data with Secure Shield. Our robust security measures ensure that your information is protected.
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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