Product Updates
Investipal Recommended in Joe Moss's 2026 AdvisorTech Stack
Investipal was named the recommended tool in Joe Moss's Ultimate AdvisorTech Stack for 2026 across RTQ, proposals, and investment analysis.
Investipal Team • Mar 27, 2026
Product Updates
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Investipal Recognized in the 2026 T3 / Inside Information Survey
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.
Investipal Team • Mar 25, 2026
Product Updates
Meet Alpha: The In-App AI Agent for Advisory Work
Alpha is Investipal's in-app agentic assistant for financial advisors. It creates tasks, executes work, builds proposals, and helps advisory teams automate the next step inside Investipal.
Investipal Team • Mar 31, 2026
Product Updates
Modern Billing and Payments for RIAs
Investipal helps RIAs manage AUM billing and subscription billing in one system with fee schedules, invoicing, ACH, card payments, and cleaner revenue operations.
Investipal Team • Apr 14, 2026
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