AI Assistant for Financial Advisors Built Into the Workflow
Ask Alpha about a client or portfolio, create a trackable task, or draft proposal content. It works inside Investipal, where the relevant client and portfolio context already lives.
Trusted by advisory firms across North America
Generic AI Stops at the Answer
Advisors need useful answers connected to the client records, portfolios, proposals, and tasks they already manage.
Generic AI tools respond in a separate window with no access to client records, portfolios, or tasks. The answer still has to be copied into the system where the work actually happens.
A useful answer can still become lost work when the advisor has to recreate it as a client task in another system.
The value is in an assistant that works where client data, portfolios, proposals, and tasks already live, without adding another tool to manage.
What Alpha Can Do Inside Investipal
Contextual assistance, task creation, proposal authoring, and firm-level usage reporting in one platform
Ask Questions With Client Context
Ask Alpha to summarize a client, answer a portfolio question, or clarify the next step. It can use the client and portfolio context already available inside Investipal.
Create a Trackable Client Task
Ask Alpha to create a client-specific task, including follow-up work. The task can carry an owner, status, deadline, and client context so the request remains visible to the team.
Help Author a Client Proposal
Use Alpha to keep, remove, or reorder proposal pages, assemble pages from supported blocks, rewrite text, and add supported charts, tables, statistics, and portfolio components. It can work from current, proposed, or household portfolio context.
Track AI Usage Across the Firm
See total tokens, requests, active users, and usage over time. Leadership can track adoption of financial advisor AI without guessing who is using it or where the work is happening.
Frequently asked questions
Common questions answered
What is Alpha?
Alpha is Investipal’s in-app AI assistant for financial advisors. It uses client, portfolio, proposal, and task context to answer questions, create tasks, help author proposals, and report AI usage inside the platform.
How is Alpha different from ChatGPT or a generic AI chatbot?
Alpha works inside Investipal with access to relevant client, portfolio, proposal, and task context. Advisors can move from a question to a trackable task or proposal draft without copying the request into another tool.
What kinds of work can Alpha help with?
Alpha can answer contextual client and portfolio questions, create client tasks, prepare follow-up tasks, and help author proposals. Proposal assistance includes organizing supported pages and blocks, rewriting text, and adding supported charts, tables, statistics, and portfolio components.
Can firms track AI usage?
Yes. Alpha includes AI usage reporting for total tokens, requests, active users, and usage over time, so leadership can see how financial advisor AI is being adopted across the firm.
Does Alpha require a separate AI tool?
No. Alpha is built directly into Investipal. Teams use it in the same platform where they already manage client work.
See Alpha in Action
Book a demo to see contextual answers, task creation, proposal authoring, and firm AI usage reporting inside Investipal.