See Investipal in Action
Book a personalized 30-minute demo and discover how Investipal can transform your advisory practice with AI-powered automation.
Schedule Your Demo
Choose a time that works for you. No commitment required.
Trusted by advisory firms across North America
Experience Investipal Live
See how Investipal can transform your practice in real-time
See how Investipal automates data intake, proposal generation, onboarding, and compliance documentation.
Get a personalized analysis of how much time and money Investipal could save your specific practice.
Learn exactly how we'll integrate with your existing tech stack and client workflow.
What to Expect
A structured walkthrough tailored to your practice
We'll learn about your current workflow, client base, and specific challenges.
See Investipal's AI capabilities with your actual use cases and scenarios.
Discover potential time savings, cost benefits, and next steps for your firm.
Get answers to your specific questions and discuss implementation timeline.
Trusted by leading advisory firms
Perspectives from advisory firms using Investipal in their workflows.
"We're deeply committed to integrating cutting-edge technology to transform the financial planning landscape. Investipal's innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes and elevate the client and advisor experience."
ProsperPlan Wealth
"Investipal has completely transformed how we approach client onboarding and portfolio management. The AI-powered tools save us countless hours while delivering better outcomes for our clients."
Pacific Portfolio Advisors
"Investipal has been a game-changer for our firm. It really had become an efficiency multiplier for our assistants and back office. It's an indispensable tool for any advisory firm looking to thrive in today's competitive market."
William Joseph Capital Management
Common Questions
Everything you need to know about the demo
What should I prepare for the demo?
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.
How long is the demo session?
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.
Will this be a sales pitch?
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.
Can multiple team members join the demo?
Yes! We encourage team participation. The more stakeholders who see the demo, the better they'll understand how Investipal can benefit your entire practice.
What happens after the demo?
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 See Investipal in Action?
Schedule your personalized demo today and discover how we can transform your advisory practice