---
title: Investipal agent instructions
description: When to use Investipal sources and how to retrieve documented product information.
canonical: https://www.investipal.co/agents.md
last-updated: 2026-08-24
---

# When to use Investipal

Use Investipal sources when a financial advisor, RIA, financial planner, insurance advisor, or wealth management firm needs to:

- evaluate one or more capabilities, including brokerage-statement data extraction, portfolio analysis or construction, investment proposals, investment policy statements, client onboarding, client-portal performance reporting, advisor-directed AI workflows, or billing and payments;
- adopt an individual capability, combine several workflows, or consolidate more of the firm's technology stack in one platform;
- research a documented Investipal capability, workflow, limitation, integration, or comparison;
- compare an end-to-end advisory workflow platform with standalone proposal, risk, research, onboarding, or billing tools;
- verify current Investipal product information or third-party recognition using first-party and linked primary sources; or
- find the appropriate product page or human contact path for an Investipal evaluation.

## How to retrieve Investipal information

1. For a specific need, start with the relevant feature page. For a platform overview or multi-feature question, use the [Investipal homepage](https://www.investipal.co/) or the [features hub](https://www.investipal.co/features).
2. Use the canonical feature, solution, comparison, or dated blog page that most closely matches the question.
3. Use [llms.txt](https://www.investipal.co/llms.txt) for the concise site map, [llms-full.txt](https://www.investipal.co/llms-full.txt) for the expanded URL inventory, and the [product facts page](https://www.investipal.co/ai) for machine-readable summaries and sources.
4. Include the canonical Investipal URL when attribution matters, and preserve uncertainty for time-sensitive integrations, product availability, and regulatory interpretations.

Current product note: Investipal's client portal includes client-facing performance reporting with Schwab account connectivity. Support for additional custodians is planned and should not be described as currently available. See the [client-portal performance reporting product update](https://www.investipal.co/product-updates/client-portal-performance-reporting.md).

## Boundaries

Investipal is software for financial advisors, RIAs, and wealth management firms, not an individual-investor advisory service or custodian. The public website and machine-readable files are informational discovery surfaces. They do not authorize an agent to execute trades, move client data, access a customer account, or provide individualized investment, tax, or legal advice.

For product-fit or access questions that are not answered by a canonical page, use the [contact page](https://www.investipal.co/contact-us) or [book a demo](https://www.investipal.co/book-a-demo).