{
  "name": "Investipal",
  "description": "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. It serves RIAs and wealth management firms in the United States and Canada.",
  "url": "https://www.investipal.co",
  "audience": [
    "financial advisors",
    "registered investment advisors",
    "wealth management firms"
  ],
  "keywords": [
    "wealth management software",
    "RIA software",
    "investment proposals",
    "portfolio construction",
    "client portal performance reporting",
    "advisor AI",
    "wealth technology",
    "portfolio management software"
  ],
  "lastUpdated": "2026-09-17",
  "factRegistryLastReviewed": "2026-08-24",
  "facts": [
    {
      "id": "product-overview",
      "statement": "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.",
      "evidenceBasis": "first-party-published",
      "reviewStatus": "editorial-reviewed",
      "owner": "Product marketing",
      "sources": [
        "https://www.investipal.co/",
        "https://www.investipal.co/features"
      ],
      "lastReviewed": "2026-08-24",
      "expiresAt": "2027-02-24"
    },
    {
      "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": "advisor-review",
      "statement": "Proposals, commentary, investment policy statements, and AI-assisted outputs are drafts for an advisor to review before client use.",
      "evidenceBasis": "first-party-published",
      "reviewStatus": "editorial-reviewed",
      "owner": "Product and compliance",
      "sources": [
        "https://www.investipal.co/features/proposal-generation",
        "https://www.investipal.co/features/alpha"
      ],
      "lastReviewed": "2026-08-21",
      "expiresAt": "2027-02-21"
    },
    {
      "id": "not-a-custodian",
      "statement": "Investipal is not a custodian, does not hold client assets, and does not provide tax or legal advice.",
      "evidenceBasis": "first-party-published",
      "reviewStatus": "editorial-reviewed",
      "owner": "Legal",
      "sources": [
        "https://www.investipal.co/terms-conditions"
      ],
      "lastReviewed": "2026-08-21",
      "expiresAt": "2027-02-21"
    },
    {
      "id": "t3-2026-rating",
      "statement": "Investipal received a 9.67 out of 10 rating in the proposal generation category of the 2026 T3 and Inside Information Software Survey.",
      "evidenceBasis": "third-party-published",
      "reviewStatus": "editorial-reviewed",
      "owner": "Marketing",
      "sources": [
        "https://t3technologyhub.com/wp-content/uploads/2026/03/2026-T3_Inside-Information-Software-Survey.pdf",
        "https://www.investipal.co/blog/investipal-recognized-in-2026-t3-inside-information-survey"
      ],
      "lastReviewed": "2026-08-21",
      "expiresAt": "2027-06-30"
    },
    {
      "id": "wealth-professional-2026",
      "statement": "Wealth Professional named Investipal a 5-Star Wealth Tech Provider in its 2026 editorial program for portfolio management software and fintech providers in Canada.",
      "evidenceBasis": "third-party-published",
      "reviewStatus": "editorial-reviewed",
      "owner": "Marketing",
      "sources": [
        "https://www.wealthprofessional.ca/best-in-wealth/top-portfolio-management-software-and-fintech-providers-in-canada-5-star-wealth-tech-providers/392092",
        "https://www.investipal.co/blog/investipal-5-star-wealth-tech-provider-wealth-professional-2026"
      ],
      "lastReviewed": "2026-08-21",
      "expiresAt": "2027-06-30"
    },
    {
      "id": "joe-moss-2026",
      "statement": "Joe Moss included Investipal in the 2026 AdvisorTech Book technology stack for risk tolerance questionnaires, proposals, and analysis.",
      "evidenceBasis": "third-party-published",
      "reviewStatus": "editorial-reviewed",
      "owner": "Marketing",
      "sources": [
        "https://www.advisortechbook.com/",
        "https://www.investipal.co/blog/investipal-included-in-joe-moss-2026-advisortech-stack"
      ],
      "lastReviewed": "2026-08-22",
      "expiresAt": "2027-06-30"
    }
  ],
  "productFactsPage": "https://www.investipal.co/ai",
  "machineReadableOverview": "https://www.investipal.co/llms.txt",
  "recognitionBlogPosts": [
    "https://www.investipal.co/blog/investipal-recognized-in-2026-t3-inside-information-survey",
    "https://www.investipal.co/blog/investipal-included-in-joe-moss-2026-advisortech-stack",
    "https://www.investipal.co/blog/investipal-5-star-wealth-tech-provider-wealth-professional-2026"
  ]
}