Blog Posts

Resources and insights

The latest insights, best practices and technology.
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Why Human Connection Still Wins in Financial Advice — and How AI Can Strengthen It

Americans still trust human advisors over AI. Investipal uses AI to automate admin and compliance so you can focus on building client relationships.

AI
August 12, 2025
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How to Use AI for Personalized Investment Proposal Generation: A Practical Guide

Deliver personalized, compliant investment proposals in under 10 minutes with Investipal’s AI—eliminating manual entry, fragmented tools, and slow compliance workflows.

Proposals
August 12, 2025
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How to Automate E-Signature and AML Checks in Advisor Onboarding Without Sacrificing Client Experience

Automate advisor onboarding with Investipal—integrating e-signature and AML in one seamless flow to cut weeks off timelines, reduce compliance risk, and win more clients.

Onboarding
August 8, 2025
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The New Standard for Wealth Management: How AI Is Enabling Real-Time, Personalized Advice

Unlock scalable, personalized wealth management with Investipal. Automate onboarding, proposals, compliance, and portfolio insights.

AI
August 6, 2025
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How to Build a Seamless Advisor Workflow: From Digital Onboarding to Automated Proposal Generation

Ditch manual workflows. Discover how Investipal automates onboarding, agreements, proposals, and compliance.

Automation
August 1, 2025
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AI Adoption in Wealth Management: Separating Hype from Practical Value

Cut through the AI hype. See how Investipal uses practical AI to automate onboarding, proposals, compliance, and portfolio construction.

AI
July 31, 2025

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