6 articles in the Product Updates category
Curated guidance and actionable takeaways for financial advisors.
Wealth Professional recognized Investipal among 2026 5-Star Wealth Tech Providers in its report on top portfolio management software and fintech for wealth managers.
Investipal was named the recommended tool in Joe Moss's Ultimate AdvisorTech Stack for 2026 across RTQ, proposals, and investment analysis.
Investipal was highly rated where included in the 2026 T3 / Inside Information Software Survey, led by a 9.67/10 rating in Proposal Generation & Client Onboarding.
Alpha is Investipal's in-app AI assistant for financial advisors. It helps teams create tasks, support proposal work, answer workflow questions, and move the next step forward inside Investipal.
Investipal helps RIAs manage AUM billing and subscription billing in one system with fee schedules, invoicing, ACH, card payments, and cleaner revenue operations.
This spring, Investipal expanded in-app AI assistance, digital onboarding, and billing and payments, while also adding fresh third-party recognition.
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