Meeting preparation means piecing together client information.
Client notes and portfolio context are harder to use when your team has to assemble them again before every conversation.
Client engagement
Prepare for reviews
with client context.
Keep client goals, preferences, and meeting notes with the household profile. Alpha prepares review materials, while clients access documents and performance through their portal.
Book a demo ↗✳ InvestipalClient portal
MORGAN HOUSEHOLDYour relationship.
All in one place.
Portfolio performanceView report →
Your documentsView →
Client informationReview →
Upcoming conversationPortfolio review
PREPARING FOR YOUR MEETING
Your goals, portfolio, and recent conversations together.
Trusted by leading advisory firms
Client portal
A branded place for the relationship
Meeting context
Notes, priorities, and portfolios
Prepared
Materials for the next conversation
A clearer starting point
More time for the relationship.
Clients need a clear place to connect.
Bring documents and relationship information into a branded portal instead of scattered exchanges.
Good conversations need follow-through.
Carry what the client tells you into the proposal, preparation, and work that comes next.
Inside the workflow
Connect client records, meeting prep, and the portal.
A connected experience for your clients and your team.
✳ InvestipalClient portal
MORGAN HOUSEHOLDYour relationship.
All in one place.
Portfolio performanceView report →
Your documentsView →
Client informationReview →
Upcoming conversationPortfolio review
PREPARING FOR YOUR MEETING
Your goals, portfolio, and recent conversations together.
Step 01
Share documents and performance in the portal.
Give clients a branded portal with portfolio performance reporting, documents, and relationship information in one place.
✳ AlphaPersonalized proposal
FROM THE MEETING
“We want to retire in five years and help our daughter buy her first home.”
↓
PERSONALIZED NARRATIVE
Two goals. One considered plan.
Your allocation connects nearer-term family support with your retirement horizon.
Step 02
Keep track of what matters to each client.
Extract birthdays, preferences, goals, and changing circumstances from client conversations. Keep those facts with the household profile so your team can use them in relationship management and meeting preparation.
✳ AlphaProactive meeting preparation
UPCOMING / THURSDAYMorgan household
Portfolio review · 10:00 AM
↓
I’ve prepared your review deck.
PORTFOLIO REVIEWYour next chapter.Morgan household
- Household overview ✓
- Portfolio discussion ✓
- Goals & next steps ✓
Step 03
Prepare portfolio reviews with Alpha.
Alpha proactively prepares portfolio-review decks using the household’s portfolio, meeting notes, and client priorities. Review the prepared material with the relationship context already in place.
✳ AlphaPersonalized proposal
FROM THE MEETING
“We want to retire in five years and help our daughter buy her first home.”
↓
PERSONALIZED NARRATIVE
Two goals. One considered plan.
Your allocation connects nearer-term family support with your retirement horizon.
Step 04
Use meeting context in proposals and follow-up.
Turn the conversation into personalized proposals, collateral, and follow-up work inside the same platform.
In good company
In our clients’ words.
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.
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.
A few things to know.
What is the focus of client engagement in Investipal?
The client portal and meeting preparation connect the client experience with the advisor’s work. Bring documents, meeting notes, portfolio context, and client priorities into the relationship.
Can meeting notes inform client materials?
Yes. Meeting notes add client context to personalized proposals and meeting preparation. Investipal ingests notes from connected notetakers, including GReminders and Vega Minds.