The role of the financial advisor has become increasingly complex. Clients demand holistic expertise, personalized support, and seamless connectivity. Meeting these evolving expectations while staying ahead of the competition is an ongoing battle.
We believe simplicity is the best way to combat complexity. Our mission is to provide advisors with a unified platform that aligns with their needs, empowering them to better serve their clients. From acquiring new customers to streamlining onboarding, managing portfolios, and delivering exceptional service, we're committed to helping advisors achieve more with less effort.
As we step into Q2, we're excited to highlight some of the key features we released over the past quarter, designed to simplify your workflows and enhance your practice's efficiency.
Our new 3-factor risk questionnaire helps attract qualified prospects while uncovering potential portfolio gaps. It evaluates risk tolerance, behavioral traits, and current holdings - delivering unique insights to both prospects and advisors.
Creating thorough Investment Policy Statements (IPSs) is crucial but time-consuming. Our automated IPS generator produces comprehensive IPSs in minutes, not hours, freeing you up for higher priorities while ensuring compliance.
Spend less time on proposals and more time closing deals. Our automated proposal generation tool reduces this tedious process by 90%, giving you a competitive edge to win more new business.
Advisors today need technologies that simplify their workflows, not add complexity. At Investipal, we're committed to developing solutions that help advisors grow their business, streamline operations, and deliver exceptional client experiences – all within a unified platform. If you're ready to unlock the full potential of your practice, reach out to us today and discover how Investipal can transform your business.
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.