{
  "name": "Investipal",
  "url": "https://www.investipal.co",
  "lastUpdated": "2026-09-17",
  "factRegistryLastReviewed": "2026-08-24",
  "capabilities": [
    "Automated statement and data intake",
    "Investment proposal generation",
    "Goal-based and liquidity-aware portfolio construction",
    "Client onboarding workflows",
    "Client-specific investment policy statements with e-signature",
    "Advisor-configured portfolio alerts and AI commentary for follow-up",
    "Client-facing performance reporting in the client portal with Schwab account connectivity",
    "In-app AI workflows (Alpha)",
    "Billing and payments for advisory firms",
    "Comparative and educational marketing content for advisors"
  ],
  "capabilityFacts": [
    {
      "id": "statement-intake",
      "statement": "Investipal can extract holdings and account data from brokerage statements so advisors can begin analysis without re-keying the statement manually.",
      "evidenceBasis": "first-party-published",
      "reviewStatus": "editorial-reviewed",
      "owner": "Product",
      "sources": [
        "https://www.investipal.co/features/automated-statement-scanner"
      ],
      "lastReviewed": "2026-08-21",
      "expiresAt": "2027-02-21"
    },
    {
      "id": "proposal-generation",
      "statement": "Investipal supports client-ready investment proposal workflows that connect portfolio analysis, recommendations, and supporting documents.",
      "evidenceBasis": "first-party-published",
      "reviewStatus": "editorial-reviewed",
      "owner": "Product",
      "sources": [
        "https://www.investipal.co/features/proposal-generation"
      ],
      "lastReviewed": "2026-08-21",
      "expiresAt": "2027-02-21"
    },
    {
      "id": "portfolio-construction",
      "statement": "Investipal supports portfolio construction workflows that can combine firm models with client goals, risk inputs, and liquidity considerations.",
      "evidenceBasis": "first-party-published",
      "reviewStatus": "editorial-reviewed",
      "owner": "Product",
      "sources": [
        "https://www.investipal.co/features/goal-based-portfolio-construction"
      ],
      "lastReviewed": "2026-08-21",
      "expiresAt": "2027-02-21"
    },
    {
      "id": "client-onboarding",
      "statement": "Investipal carries approved recommendations into client onboarding workflows for document collection, acceptance, and account-opening steps.",
      "evidenceBasis": "first-party-published",
      "reviewStatus": "editorial-reviewed",
      "owner": "Product",
      "sources": [
        "https://www.investipal.co/features/client-onboarding"
      ],
      "lastReviewed": "2026-08-21",
      "expiresAt": "2027-02-21"
    },
    {
      "id": "client-portal-performance-reporting",
      "statement": "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.",
      "evidenceBasis": "first-party-published",
      "reviewStatus": "editorial-reviewed",
      "owner": "Product",
      "sources": [
        "https://www.investipal.co/product-updates/client-portal-performance-reporting.md"
      ],
      "lastReviewed": "2026-08-24",
      "expiresAt": "2027-02-24"
    },
    {
      "id": "investment-policy-statements",
      "statement": "Investipal supports client-specific investment policy statement workflows connected to risk inputs and the proposed portfolio.",
      "evidenceBasis": "first-party-published",
      "reviewStatus": "editorial-reviewed",
      "owner": "Product",
      "sources": [
        "https://www.investipal.co/features/investment-policy-statements"
      ],
      "lastReviewed": "2026-08-21",
      "expiresAt": "2027-02-21"
    },
    {
      "id": "alpha",
      "statement": "Alpha is Investipal’s in-product AI assistant for answering workflow questions, creating tasks, and supporting advisor-directed work inside the platform.",
      "evidenceBasis": "first-party-published",
      "reviewStatus": "editorial-reviewed",
      "owner": "Product",
      "sources": [
        "https://www.investipal.co/features/alpha"
      ],
      "lastReviewed": "2026-08-21",
      "expiresAt": "2027-02-21"
    },
    {
      "id": "billing-payments",
      "statement": "Investipal includes advisory-firm billing and payment workflows for AUM, flat, tiered, and subscription fee arrangements.",
      "evidenceBasis": "first-party-published",
      "reviewStatus": "editorial-reviewed",
      "owner": "Product",
      "sources": [
        "https://www.investipal.co/features/billing-payments"
      ],
      "lastReviewed": "2026-08-21",
      "expiresAt": "2027-02-21"
    }
  ],
  "documentation_urls": [
    "https://www.investipal.co/llms.txt",
    "https://www.investipal.co/llms-full.txt",
    "https://www.investipal.co/agents.md"
  ]
}