This spring, Investipal moved in three directions at once.
We expanded the product with in-app AI assistance through Alpha, strengthened Digital Onboarding, and introduced Billing & Payments so firms can manage AUM billing and subscription billing in one system.
At the same time, we added meaningful external proof points: recognition in the 2026 T3 / Inside Information Software Survey, inclusion in Joe Moss’s Ultimate AdvisorTech Stack for 2026, and (in May) a 5-Star Wealth Tech Provider nod from Wealth Professional’s portfolio management and fintech coverage.
TL;DR
- Alpha adds in-app AI assistance for advisory work.
- Digital Onboarding gives firms one secure, branded portal for risk assessment, statement upload, AML/ID verification, disclosures, and advisory agreement signing.
- Billing & Payments brings AUM billing and subscription billing into one workflow.
- Investipal was highly rated where included in the 2026 T3 / Inside Information Survey.
- Investipal was also included in Joe Moss’s Ultimate AdvisorTech Stack for 2026 in RTQ, proposals, and investment analysis.
- Investipal was named a 5-Star Wealth Tech Provider in Wealth Professional’s 2026 report on portfolio management software and fintech (details).
What changed this spring
The platform story did not reset. The core workflow is still centered on statement scanning, proposal generation, portfolio construction, and onboarding.
What changed is that the operating layer around that workflow got stronger: AI assistance inside the app, a more complete onboarding portal for clients, and billing tools that help firms run the business after the proposal is accepted.
Put simply: this update is about reducing the handoffs that happen after an advisor has the client data but before the work is fully complete.
Recent recognition from T3, Joe Moss, and Wealth Professional
We were highly rated where included in the 2026 T3 / Inside Information Software Survey, led by a 9.67/10 rating in Proposal Generation & Client Onboarding. We were also included in Joe Moss’s Ultimate AdvisorTech Stack for 2026 in RTQ, proposals, and investment analysis.
In May 2026, Wealth Professional named Investipal among its 5-Star Wealth Tech Providers in its report on top portfolio management software and fintech providers.
Those are not the product story by themselves, but they are useful third-party signals that the workflow category Investipal occupies is getting noticed.
For more detail, see our dedicated posts on the T3 survey, the Joe Moss AdvisorTech Stack, and Wealth Professional 5-Star Wealth Tech.
Alpha: in-app AI assistance
Alpha is Investipal’s in-app AI assistant for advisory work. It helps teams create tasks, support proposal work, organize follow-up, and answer workflow questions inside Investipal.
The point is not generic AI chat. The point is keeping work moving where the work already lives, with advisors still controlling recommendations and client decisions.
Digital Onboarding: one secure link for the client journey
Digital Onboarding gives firms one secure, branded portal for the client onboarding journey. Advisors can configure the workflow around the steps they need: risk assessment, statement upload, client information requests, AML/ID verification, disclosures, and advisory agreement signing.
E-signature is built directly into the portal, so clients can complete agreements, disclosures, and compliance documents without being sent to a separate signing tool.
The important part is how it connects to the rest of the workflow. Teams can collect data, run analysis, generate a proposal, create an IPS, and then send the onboarding portal as the next step instead of rebuilding the client package in another system.
Billing & Payments: one system for AUM and subscription billing
Billing & Payments brings AUM billing and subscription billing into one operating layer. Firms can manage fee schedules, client and household assignment, invoices, ACH/card collection, billing history, and reporting without stitching together separate tools.
That makes billing more operationally useful and easier to connect back to reporting.
What’s next
The direction is straightforward.
Keep the core workflow strong. Keep extending the operating layer around it. Keep making the product easier for advisory teams to use end to end.
If you want the fastest way to see how the pieces fit together, start with:
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