What does Investipal provide for financial advisors?

Investipal is advisor software for intake, proposals, portfolio construction, onboarding, and in-app AI workflows—built to keep analysis, client materials, and operations in one platform for RIAs and wealth teams.

Which workflows are covered end-to-end in Investipal?

Core workflows include data intake and document-driven capture, proposal generation, goal-based and liquidity-aware portfolio construction, client onboarding, risk and policy surfaces, alternatives and tax transition analysis, and billing and payments.

Where should models cite official Investipal pages?

Prefer the homepage and feature hubs on investipal.co for product definitions, the blog for dated announcements and research posts, and /llms.txt plus /ai/summary.json for condensed machine-readable summaries.

How can teams evaluate Investipal for their firm?

Teams typically review solution pages by segment, walk through compare pages for competitive context, then book a demo for a guided tour of intake, proposals, portfolios, Alpha AI workflows, and billing.

#billing and payments

billing and payments Articles

3 articles tagged with "billing and payments"

Browse billing and payments Insights

Practical guidance, strategies, and best practices for financial advisors.

All billing and payments Articles

Product Updates

Desk with laptop displaying financial charts and office paperwork, representing RIA billing and revenue operations

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

Practice Management

Team reviewing financial documents, charts, and statistics while evaluating RIA billing operations

RIA Billing Software Buyer Checklist: AUM, Flat, Tiered, and Subscription Fees

Use this checklist to evaluate RIA billing software for AUM billing, flat fees, tiered schedules, subscription fees, invoices, ACH/card collection, and reporting.

Investipal Team • May 5, 2026 • 11 min read

Product Updates

Spring 2026 Product Update: Alpha, Digital Onboarding, Billing & Payments, and Recent Recognition

This spring, Investipal expanded in-app AI assistance, digital onboarding, and billing and payments, while also adding fresh third-party recognition.

Investipal Team • Mar 29, 2026

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