{
  "lastUpdated": "2026-09-17",
  "factRegistryLastReviewed": "2026-08-24",
  "faqs": [
    {
      "question": "Who is Investipal built for?",
      "answer": "Investipal is built for RIAs, wealth management firms, financial planners, and insurance-oriented advisors, especially in the United States and Canada. Firms can use an individual capability, combine several workflows, or consolidate more of their technology stack."
    },
    {
      "question": "Does Investipal support proposals and portfolio construction in one platform?",
      "answer": "Yes. Investipal ties together proposal generation, liquidity-aware portfolio construction, alternatives modeling, tax transition analysis, and client-ready deliverables so teams can move from analysis to personalized recommendations without exporting spreadsheets across many tools."
    },
    {
      "question": "How does Investipal help with advisor operations and compliance surfaces?",
      "answer": "The platform supports operational surfaces such as investment policy statements, risk management workflows, onboarding steps, and document-heavy processes advisors need for a repeatable, reviewable practice."
    },
    {
      "question": "Where can I verify integrations, pricing context, and book a live walkthrough?",
      "answer": "Use the Integrations page on investipal.co for connectivity context, read product and solutions pages for capability detail, and use the Book a Demo flow to speak with the team about firm-specific requirements, data migration, and rollout planning."
    },
    {
      "question": "What third-party recognition has Investipal received from Wealth Professional?",
      "answer": "Investipal was named a 5-Star Wealth Tech Provider in Wealth Professional’s 2026 editorial program covering portfolio management software and fintech. Investipal’s summary is available at https://www.investipal.co/blog/investipal-5-star-wealth-tech-provider-wealth-professional-2026 and links to the publisher’s primary article and methodology context. This is editorial recognition on nominated providers, not a census of every vendor in the market."
    },
    {
      "question": "What is Investipal?",
      "answer": "Investipal is software for financial advisors and wealth management firms that supports individual capabilities or connected workflows across data intake, proposals, portfolio analysis and construction, client onboarding, client-portal performance reporting, in-product AI workflows, and billing.",
      "sources": [
        "https://www.investipal.co/",
        "https://www.investipal.co/features"
      ],
      "factId": "product-overview"
    },
    {
      "question": "Can Investipal read brokerage statements?",
      "answer": "Investipal can extract holdings and account data from brokerage statements so advisors can begin analysis without re-keying the statement manually.",
      "sources": [
        "https://www.investipal.co/features/automated-statement-scanner"
      ],
      "factId": "statement-intake"
    },
    {
      "question": "Does Investipal support proposal generation?",
      "answer": "Investipal supports client-ready investment proposal workflows that connect portfolio analysis, recommendations, and supporting documents.",
      "sources": [
        "https://www.investipal.co/features/proposal-generation"
      ],
      "factId": "proposal-generation"
    },
    {
      "question": "Does Investipal include client onboarding workflows?",
      "answer": "Investipal carries approved recommendations into client onboarding workflows for document collection, acceptance, and account-opening steps.",
      "sources": [
        "https://www.investipal.co/features/client-onboarding"
      ],
      "factId": "client-onboarding"
    },
    {
      "question": "Does Investipal provide performance reporting in its client portal?",
      "answer": "Investipal provides client-facing performance reporting in its client portal and can connect to Schwab accounts for custodial account data. Support for additional custodians is planned.",
      "sources": [
        "https://www.investipal.co/product-updates/client-portal-performance-reporting.md"
      ],
      "factId": "client-portal-performance-reporting"
    },
    {
      "question": "What is Alpha?",
      "answer": "Alpha is Investipal’s in-product AI assistant for answering workflow questions, creating tasks, and supporting advisor-directed work inside the platform.",
      "sources": [
        "https://www.investipal.co/features/alpha"
      ],
      "factId": "alpha"
    },
    {
      "question": "Does Investipal include billing workflows?",
      "answer": "Investipal includes advisory-firm billing and payment workflows for AUM, flat, tiered, and subscription fee arrangements.",
      "sources": [
        "https://www.investipal.co/features/billing-payments"
      ],
      "factId": "billing-payments"
    }
  ]
}