Learn how Regulation Best Interest (Reg BI) impacts financial advisors and broker-dealers, and discover practical steps for compliance with help from Investipal’s AI tools.
Learn how financial advisors can leverage OCR technology to automate client account statement analysis, save time, and increase accuracy with Investipal's 95% accurate OCR scanner.
As marketing challenges increase for financial advisors, so do acquisition costs. Discover how Investipal can help you overcome these hurdles and optimize your marketing for growth.
Learn how to reduce Not In Good Order (NIGO) documents in financial advisory services. This guide explores the impact of NIGOs on your firm, practical strategies to minimize them, and how technology can streamline your processes for improved efficiency and client satisfaction
Discover how AI-powered tools can help financial advisors achieve a complete view of client investments, enhance financial advice, and grow wallet share. Learn how holistic investment data improves client satisfaction and strengthens relationships in the wealth management industry.
Discover Investipal's latest Q2 product updates including the new Account Scanner with OCR and AI, a redesigned dashboard, enhanced risk assessment context for advisors, and held-away asset integration. Streamline your workflow and enhance client engagement today.
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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