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Q: What type of firms does Investipal work with?

Investipal works with wealth managers, financial planners, insurance advisors, RIAs, independent advisors, and wealth management firms of all sizes - from solo practitioners to large enterprises with 100+ advisors.

Q: What security measures are in place for data protection?

Investipal is SOC2 Type II compliant with bank-level encryption, secure data protocols, and advanced privacy features. We ensure adherence to SEC/FINRA standards and never use client data for AI training.

Q: What sets Investipal apart from other providers?

Investipal combines AI-powered automation with explainable insights, offering end-to-end workflow automation from client onboarding to portfolio management and compliance - all in one integrated platform.

Q: Does Investipal work with other software in my tech stack?

Yes! Investipal integrates seamlessly with popular CRM systems, portfolio management tools, and compliance platforms to enhance your existing workflow without disruption.

Q: How can I stay informed about updates and new features?

Subscribe to our newsletter, follow our blog, listen to our podcasts, or follow us on social media for the latest product updates, industry insights, and feature announcements.

Have a question or want to explore a fit? Send us a message and we'll get back to you within 24 hours.

Frequently Asked Questions

Get quick answers to common questions about Investipal and our platform.

What type of firms does Investipal work with?

What security measures are in place for data protection?

What sets Investipal apart from other providers?

Does Investipal work with other software in my tech stack?

How can I stay informed about updates and new features?

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