Automate client onboarding, portfolio construction across all asset classes, and compliance documentation in one seamless platform. Most advisors complete proposals in under 10 minutes.
Wealth managers and financial planners spend too much time on manual workflows—onboarding, portfolio analysis, and compliance documentation—instead of growing their practice and serving clients.
Manually parsing brokerage statements, chasing missing data, and completing risk questionnaires across disconnected tools slows your sales process—while prospects lose interest and competitors move faster.
Running portfolio analysis, building investment proposals, and generating IPS and Reg BI documents across siloed tools takes hours per client—time you could spend growing your practice.
Building personalized portfolios with equities, fixed income, alternatives, and annuities requires juggling multiple platforms. You need to scale without sacrificing customization for each client.
Investipal unifies client onboarding, portfolio construction, proposal generation, and compliance management in one seamless platform—helping you close deals faster and scale your practice.
From automated client onboarding to multi-asset portfolio construction to compliance documentation—streamline your entire workflow and grow your practice.
AI-powered statement scanning extracts portfolio data from any brokerage statement in seconds. Automated risk questionnaires, document collection, and e-signature workflows complete onboarding 10x faster.
Run portfolio comparison analysis, build branded investment proposals, and auto-generate IPS and Reg BI documentation—all in one workflow. Most advisors complete proposals in under 10 minutes.
Construct personalized portfolios with equities, fixed income, alternatives, and annuities. AI-powered optimization for goal-based and risk-based strategies. Access our database of private securities or model custom alternatives.
Get started in minutes with our simple, streamlined workflow.
Send one secure link for risk assessment, statement upload, AML checks, and e-signature. Complete onboarding in days, not weeks.
AI extracts holdings, runs portfolio comparison, goal-based analysis, or Monte Carlo simulations. Get insights in seconds, not hours.
AI writes the narrative, auto-generates charts, customize and deliver in under 10 minutes. Add IPS and Reg BI docs with one click.
Build portfolios across all asset classes with AI optimization. Monitor drift, generate compliance docs, and manage ongoing relationships.
Connect your tools, connect your teams. Integration with your team's favourite tools are just a click away.
Stay up to date with the latest trends and best practices in financial advisory.
Plan your 2026 advisor tech budget with data-backed ROI calculations. Industry benchmarks show top-performing RIAs spend 4.2-5% of revenue on technology and see 16.6% AUM growth. See what to invest in first and how to calculate your expected returns.
Bridge the planning-to-portfolio gap with AI-powered goal-based construction. Match client spending needs to optimal allocations for retirees and pre-retirees.
Considering switching from Nitrogen (Riskalyze) to Investipal? This practical migration guide covers everything from exporting client data and risk scores to recreating models and documentation, with timelines, checklists, and managed migration support.
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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