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.

#Held-Away Assets

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Portfolio Management

How to Aggregate Held-Away Assets for Complete Portfolio Visibility

Held-Away Assets: How to Aggregate & Monitor Client Accounts Outside Your Custody

Held-away assets are client investments held outside your advisory relationship—401(k)s, HSAs, old brokerage accounts. Learn how to aggregate and monitor them for complete portfolio visibility.

Investipal Team • Jun 27, 2025

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