General
How to Automate ID Scanning and KYC Verification in Financial Advisor Workflows
Cameron Howe • Sep 15, 2025 • 5 min read
AI for financial advisors streamlining onboarding|
Cut hours of manual work and multiple logins — onboard clients, build portfolios (including alternatives), and stay compliant in one seamless workflow, in as little as 10 minutes.
Trusted by advisory firms across North America
The challenges facing modern financial advisors
Financial advisors are spending too much time on manual processes and not enough time building relationships with clients.
Manual onboarding is eating your time
Parsing brokerage statements, chasing missing data, and completing documents across disconnected tools slows everything down - while prospects lose interest.
Proposal and compliance workflows are painfully slow
Running analysis, building proposals, and generating IPS documents across siloed tools eats up hours.
Personalized portfolio management is clunky and fragmented
Switching tools to build and manage holistic portfolios - across public markets and alts - is time-consuming. Advisors need scale without sacrificing personalization.
One platform to streamline your entire workflow
Investipal combines AI-powered automation with intuitive design to help you work smarter, not harder.
Everything you need to succeed
From client onboarding to portfolio management, Investipal has you covered.
Faster intake
Complete client onboarding forms
Analyze brokerage statements, complete Risk Tolerance Questionnaires (RTQ), and generate ready-to-sign documents - all in minutes, not days.
Close more business
AI-crafted proposals and compliance documents
Run portfolio comparisons, generate personalized proposals, and create Investment Policy Statements (IPS) in a single workflow - built for speed and scale.
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Deliver more value
Personalized portfolios at scale
Build and manage multi-asset portfolios - including alternatives - with explainable AI that aligns to each client's needs, risk, and goals.
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How it works
Get started in minutes with our simple, streamlined workflow.
1
Upload client documents
Simply upload brokerage statements and other client documents to get started.
2
AI analyzes and extracts data
Our AI automatically extracts and analyzes all relevant information from the documents.
3
Generate personalized proposals
Create customized investment proposals and compliance documents in minutes.
4
Build and manage portfolios
Construct and manage personalized portfolios with AI assistance.
Get more value from the tools you already use
Connect your tools, connect your teams. Integration with your team's favourite tools are just a click away.
Latest insights
Stay up to date with the latest trends and best practices in financial advisory.
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Cameron Howe • Sep 12, 2025 • 6 min read
General
The Rise of AI-Driven Behavioral Analytics: Unlocking Deeper Insights for Modern Investment Strategies
Cameron Howe • Sep 11, 2025 • 6 min read
See Investipal in Action
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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