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.

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Compliance

Why Every Financial Advisor Needs an Investment Policy Statement (IPS)

An Investment Policy Statement (IPS) aligns advisor and client on goals, risk, and asset allocation—and documents that alignment for compliance. Here's what belongs in an IPS, why skipping it is costly, and how to keep every client's IPS current.

Investipal Team • Oct 25, 2024

Compliance

Regulation Best Interest (Reg BI): Complete 2025 Compliance Guide for Advisors

Complete guide to Reg BI compliance for financial advisors and broker-dealers. Includes compliance checklist, Form CRS requirements, common mistakes to avoid, and automated compliance solutions.

Investipal Team • Aug 21, 2024 • 16 min read

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