This spring, Investipal moved in two directions at once.
We expanded the product with in-app AI execution through Alpha and introduced Billing & Payments so firms can manage AUM billing and subscription billing in one system.
At the same time, we added two meaningful external proof points: recognition in the 2026 T3 / Inside Information Software Survey and inclusion in Joe Moss’s Ultimate AdvisorTech Stack for 2026.
TL;DR
- Alpha adds in-app AI execution for advisory work.
- 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.
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.
Recent recognition from T3 and Joe Moss
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.
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 and the Joe Moss AdvisorTech Stack.
Alpha: in-app AI execution
Alpha is Investipal’s in-app agentic assistant for advisory work. It helps teams create tasks, execute workflow steps, build proposals, and answer workflow questions inside Investipal.
The point is not generic AI chat. The point is keeping work moving where the work already lives.
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 assignment, invoices, and payment collection 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:
Or book a demo and we will walk through the current platform in one session.
