This blog outlines a five-point checklist for evaluating brokerage statement scanning software, emphasizing the need for accurate data capture, comprehensive portfolio extraction, and seamless automation from intake to compliance. It also highlights the importance of robust security measures and pricing transparency, showcasing Investipal’s solution as a prime example that transforms manual processing into a streamlined, error-free onboarding experience.
Discover how modern wealthtech platforms are transforming financial advisory firms. Learn how digital onboarding, AI-driven portfolio construction, and compliance automation can help RIAs scale faster, personalize portfolios, and stay audit-ready - all in one platform.
Discover how Investipal streamlines onboarding, portfolio design, and compliance with AI automation - built for RIAs and financial advisors who want to scale.
Discover how Investipal automates digital onboarding for financial advisors—featuring instant account statement scanning, dynamic risk assessments, and proposal generation that syncs directly with compliance workflows. Slash onboarding time and convert prospects faster in 2025.
Discover how financial advisors can generate personalized, compliance-ready investment proposals in under 10 minutes using AI and automation—eliminating manual data entry, reducing errors, and accelerating onboarding.
Discover how seamless held-away asset aggregation can transform your advisory practice. Learn how to gain full client visibility, enhance portfolio analysis, and automate compliance with Investipal.
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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