The answer still leaves you with the work.
The proposal, presentation, and client follow-through still need to get done. Give that work to an agent inside your platform.
Meet Alpha
AI assistant for
financial advisors.
Alpha is the AI agent built into Investipal. Delegate the work and it builds proposals, updates client profiles, and prepares meeting materials using your client and portfolio context.
Book a demo ↗30-minute demo · A walkthrough with our team✳ 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 ✓
Trusted by leading advisory firms
End to end
Complete client proposals
Proactive
Upcoming meeting preparation
Personalized
Collateral built from client context
A clearer starting point
Put intelligence to work.
Client context lives in too many places.
Meeting notes, goals, and portfolio details belong in the work, not in a series of copy-and-paste steps.
Preparation starts too late.
An upcoming meeting should set preparation in motion before your team has to start from scratch.
Inside the workflow
From client context to completed work.
Assign proposals and client materials to Alpha, or let it prepare for upcoming portfolio reviews proactively.
✳ 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 01
Create personalized proposals end to end.
Alpha builds the proposal end to end, bringing portfolio analysis, meeting notes, and client priorities into a personalized narrative and presentation.
✳ 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 02
Prepare portfolio-review decks before the meeting.
When an upcoming meeting calls for a portfolio review, Alpha prepares the deck using the household’s portfolio and client context. Walk in ready for the conversation.
✳ 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 03
Create presentations from your client context.
Turn your client context into presentations and supporting material. Ask Alpha to create the collateral, then refine the wording and presentation for your conversation.
✳ AlphaClient profile
The conversation changed.
The profile follows.
CLIENT UPDATE
“We’re bringing retirement forward to 2031.”
↓
Retirement year2035 → 2031
SourceClient meeting
Step 04
Extract client facts and update the CRM.
Alpha extracts birthdays, preferences, goals, and other facts from client conversations to update the client profile. Use that context to personalize proposals and prepare for the next meeting.
Built around the way you work
Your process.
With Alpha on the team.
Save your approach as a skill.
Reuse your instructions and templates for reports, documents and email drafts.
Build it into a playbook.
Give Alpha a step in your team’s process, with clear handoffs along the way.
Review when it’s ready.
See drafts and requests for input together on your Alpha desk.
Alpha and meeting assistants
How Alpha differs from meeting assistants.
AI assistants such as Jump and Zocks describe their work around the client meeting cycle: preparation, notes, follow-up and CRM updates. Alpha works on the investment side of the relationship, inside Investipal.
Meeting assistants
For example, Jump and Zocks
Capture the conversation: meeting notes, follow-up and CRM updates from meetings and email.
Alpha
Inside Investipal
Turn client and portfolio context into the investment work: proposals, portfolio-review decks, client materials and profile updates, ready for your review.
Alpha is enabled per firm, and its skills and playbooks are set up around your team’s process. We’ll confirm what applies to your firm in your demo.
A few things to know.
What does Alpha do?
Alpha is an AI assistant for financial advisors inside Investipal. It completes proposals end to end, creates client collateral, and proactively prepares materials such as decks for upcoming portfolio-review meetings.
How does Alpha personalize the work?
Alpha uses client and portfolio context, including meeting notes and client priorities, to shape the narrative, analysis, and materials it creates.
Can Alpha prepare work proactively?
Yes. For example, Alpha can identify an upcoming portfolio-review meeting and prepare a deck using the relevant client and portfolio context.
How does Alpha keep the client profile current?
Alpha extracts new facts and changes from client conversations and updates the client profile, keeping the relationship record connected to the conversation.
What is an Alpha skill?
A skill is a reusable assignment with instructions, sources and an output format. Use it to give recurring reports, email drafts and client documents a consistent starting point.
How do Alpha skills work with playbooks?
A playbook organizes the steps in a team process. An Alpha-assigned step uses a reusable skill to prepare work, while the connected draft and status help the team manage the handoff and review.
What happens when Alpha needs more information?
The Alpha desk separates work that needs your input from drafts ready to review. Open the item to see what is missing, or review the prepared output before moving to the next step.