---
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: 2026-09-15
---

# 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).

## Finding current page detail

The expanded inventory lists the canonical indexable pages in the current site build. Prefer the specific feature or persona page for current wording, and dated articles for historical context. The discovery copy was synchronized on 2026-09-15; individual product-fact evidence dates are retained in the JSON endpoints.

## 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).