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Our blogs

Articles & Resources

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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 14, 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 14, 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 11, 2025
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