Discover how Investipal automates data entry, reduces errors, and streamlines financial data analysis—from scanning brokerage account statements to generating proposals.
Wealth managers lose leads by relying on generic follow-ups and outdated updates. Investipal’s real-time portfolio tracking and AI-powered marketing turn cold prospects into engaged clients with hyper-personalized outreach. Stop losing leads—start closing them.
Boost lead conversions with real-time portfolio tracking and on-demand marketing for financial advisors. Engage prospects at the right moment and showcase missed gains.
Discover how AI-powered brokerage statement scanning is transforming compliance and trade monitoring. Automate data extraction, streamline reporting, and reduce manual errors with a fast, user-friendly solution.
The advisor shortage is here. Discover how RIAs can scale fast with AI-driven automation for onboarding, proposal generation, and portfolio management—no extra hires needed.
Morningstar Office is shutting down—what’s next? This 90-day transition plan helps RIAs and independent advisors migrate seamlessly while consolidating tools and reducing costs. Learn how to choose the right alternative and streamline your tech stack with AI-driven portfolio optimization, fund-level investment research, and automated compliance.
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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