Unify onboarding, proposal generation, portfolio construction, and compliance in one platform. Discover how Investipal helps RIAs streamline workflows, scale personalization, and close clients faster in 2025.
Integrate alternative investments into client portfolios with ease. Automate compliance, reduce manual entry, and personalize at scale—using tools built for modern RIAs.
Streamline Reg BI and IPS compliance with AI. Automate onboarding, proposals, and personalization—without sacrificing scale or service.
Speed up onboarding with AI-powered brokerage statement extraction. Automate proposals, reduce errors, and stay compliant—no more manual data entry.
Discover how leading advisors are using human-centered AI to transform onboarding, proposal generation, compliance, and portfolio personalization. Automate busywork, deepen relationships, and scale personalized wealth management—faster.
Automate client onboarding in 2025 with AI-driven workflows that cut processing time from weeks to minutes. Discover how top advisors streamline intake, proposals, compliance, and portfolio construction—boosting client satisfaction and firm growth.
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