AI Assistant for Financial Advisors That Can Do the Work
Ask Alpha to summarize a client, build a proposal, or create a follow-up task. It works inside Investipal, so answers can turn into tasks and workflow actions without another AI tab.
Trusted by advisory firms across North America
Generic AI Stops Before the Advisor Work Starts
Advisors do not need another answer box. They need an AI assistant that can use client context and move work forward.
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.
Without an agent that can create tasks and trigger workflow actions, assistants and advisors still spend hours moving simple requests through multiple screens.
The value is in an agent that operates where workflows, tasks, and client data already live — not a disconnected chatbot that adds another tool to manage.
How Alpha Turns Advisor Requests Into Completed Work
AI workflow automation for proposals, tasks, follow-up, and usage reporting inside Investipal
Ask Alpha in Plain Language
Ask for client tasks, a proposal, a summary, or the next step. Alpha interprets the request in the context of client records and advisor workflows, so teams do not need rigid command syntax.
Turn a Prompt Into a Client Task
Ask Alpha to build a proposal or create a follow-up, and the request becomes a client-specific task with context attached. The work is trackable instead of buried in a chat thread.
Move Work Through the Team Queue
Created tasks land where the team already manages client work. Advisors and assistants can see the client, status, owner, and deadline, then move the work forward from the same queue.
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.
Trusted by financial advisors
See how practices are transforming their workflows
"We're deeply committed to integrating cutting-edge technology to transform the financial planning landscape. Investipal's innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes and elevate the client and advisor experience."
— ProsperPlan Wealth
"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."
— Pacific Portfolio Advisors
"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."
— William Joseph Capital Management
Frequently asked questions
Common questions answered
See Alpha in Action
Book a demo to see how Alpha turns advisor requests into tasks, proposals, follow-up, and usage reporting inside Investipal.