Feature pages for the advisory workflow and the operating layer around it
Explore the feature pages for brokerage statement scanning, proposal generation, investment policy statements, portfolio risk, onboarding, AI execution, and billing.
Quick answer
Start with the feature pages that map closest to live search demand: brokerage statement scanner, proposal generation, investment policy statements, risk management, client onboarding, and RIA billing software.
Last updated March 24, 2026
Feature Categories
Use the categories below to move from the highest-priority workflow winners into the deeper planning and operating capabilities that extend the platform.
What a brokerage statement scanner actually unlocks
Statement scanning is not a standalone widget. It is the entry point to proposals, IPS documents, tax-aware planning, and onboarding.
A brokerage statement scanner reads custodial PDFs and images so advisors can work from extracted holdings, cost basis, and account structure instead of re-keying positions into spreadsheets.
Once the household data is structured, the same inputs can flow into proposal generation, investment policy statements, tax transition analysis, and onboarding without another round of cleanup.
The value is not OCR for its own sake. The value is getting to analysis, recommendations, and the next client meeting while the opportunity is still active.
Workflow Winners
The feature pages closest to the validated search winners for statement scanning, proposal software, IPS, risk, and onboarding.
Use brokerage statement scanning software to extract holdings and held-away account data before proposals and onboarding.
Use investment proposal software to build branded recommendations and supporting documentation in one workflow.
Generate investment policy statements with risk inputs, allocation ranges, and audit-ready documentation.
Move approved clients into a secure portal link with configurable checklists, KYC/AML, advisory agreement acceptance, and document vault storage.
Use portfolio risk management software to uncover hidden concentration, drift, and scenario exposure.
Portfolio and Planning
Portfolio design, retirement-income planning, tax transition work, and specialized modeling pages that support the recommendation workflow.
Match spending needs to time horizons — near-term expenses in stable assets, long-term growth compounding.
Model private equity, private credit, and real assets alongside public holdings in one analysis layer.
Compare annuity and insurance strategies with proposal-ready retirement income analysis.
Model capital gains budgets, transition paths, and tax-aware portfolio changes for taxable accounts.
Platform Capabilities
Extend the workflow with engagement, in-app AI execution, and billing.
Monitor prospect portfolios and trigger smarter follow-up with timely context.
Use an AI assistant for financial advisors to answer questions, create tasks, build proposals, and execute follow-up inside Investipal.
Use RIA billing software for AUM, flat, tiered, and subscription fees with ACH or card collection, client billing history, and admin reporting.
See how the full platform fits together
Book a demo to walk through statement scanning, proposals, IPS, risk, onboarding, Alpha, and Billing & Payments in one session.