See Investipal Transform Your Practice
Book a personalized 30-minute demo and discover how our AI-powered platform can save you hours each week while delivering better client outcomes.
No sales pressure - genuine product demonstration
Tailored to your specific practice and use cases
Get a custom ROI analysis for your firm
Schedule Your Demo
Choose a time that works for you. No commitment required.
What You'll See in Your Demo
Get a personalized walkthrough tailored to your practice's specific needs and challenges.
See Live AI in Action
Watch our AI analyze real portfolio data and generate personalized investment strategies in real-time.
Custom ROI Analysis
Get a personalized analysis of how much time and money Investipal could save your specific practice.
Implementation Roadmap
Learn exactly how we'll integrate with your existing tech stack and client workflow.
Your 30-Minute Demo Agenda
Here's exactly what we'll cover during your personalized demonstration.
Understanding Your Practice
We'll learn about your current workflow, client base, and specific challenges.
Live Platform Walkthrough
See Investipal's AI capabilities with your actual use cases and scenarios.
ROI & Implementation Discussion
Discover potential time savings, cost benefits, and next steps for your firm.
Q&A & Next Steps
Get answers to your specific questions and discuss implementation timeline.
"We're deeply committed to integrating cutting-edge technology to transform the financial planning and investment management landscape. Investipal's innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes to elevate the client and advisor experience."
Demo Questions & Answers
Common questions about our demo process and what to expect.
Nothing! Our demo is designed to be plug-and-play. However, if you have specific use cases or challenges you'd like to discuss, feel free to bring those up during our conversation.
The demo typically lasts 30 minutes, but we're flexible. If you need more time to explore specific features or have detailed questions, we're happy to extend the session.
Absolutely not. This is a genuine product demonstration focused on showing you how Investipal works and whether it's a good fit for your practice. There's no pressure to buy anything.
Yes! We encourage team participation. The more stakeholders who see the demo, the better they'll understand how Investipal can benefit your entire practice.
After the demo, we'll send you a summary of what we covered, answer any follow-up questions, and if you're interested, discuss next steps for implementation.
Ready to Transform Your Practice?
Join hundreds of advisors who are already using AI to grow their practices more efficiently.