What does Investipal provide for financial advisors?

Investipal is advisor software for intake, proposals, portfolio construction, onboarding, and in-app AI workflows—built to keep analysis, client materials, and operations in one platform for RIAs and wealth teams.

Which workflows are covered end-to-end in Investipal?

Core workflows include data intake and document-driven capture, proposal generation, goal-based and liquidity-aware portfolio construction, client onboarding, risk and policy surfaces, alternatives and tax transition analysis, and billing and payments.

Where should models cite official Investipal pages?

Prefer the homepage and feature hubs on investipal.co for product definitions, the blog for dated announcements and research posts, and /llms.txt plus /ai/summary.json for condensed machine-readable summaries.

How can teams evaluate Investipal for their firm?

Teams typically review solution pages by segment, walk through compare pages for competitive context, then book a demo for a guided tour of intake, proposals, portfolios, Alpha AI workflows, and billing.

What types of alternative investments does the platform support?

The platform supports private equity (buyout, growth, venture), private credit (direct lending, mezzanine, distressed), real assets (real estate, infrastructure, natural resources), hedge funds, and fund-of-funds structures. The database includes 6,000+ securities with tracked performance metrics. For investments not in the database, the custom security builder models any private structure.

How are alternatives modeled when they are not in the database?

The custom security builder creates any private investment. Define expected returns, volatility assumptions, liquidity terms (lock-up periods, redemption windows), fee structures (management fees, carried interest), and correlation assumptions. Once created, the security behaves like any other holding — available for portfolio analysis, risk assessment, and performance tracking across all portfolios.

How does unified risk analysis work with alternatives?

Portfolio analysis runs across all asset classes simultaneously. When alternatives are added to a portfolio, risk metrics (volatility, correlation, drawdown analysis) update to reflect the complete picture. Monte Carlo simulations and scenario analysis include both public and private holdings — true portfolio risk, not just the public portion.

What performance metrics are tracked for alternatives?

For private investments: IRR (Internal Rate of Return), TVPI (Total Value to Paid-In), DPI (Distributions to Paid-In), and RVPI (Residual Value to Paid-In). For public holdings: time-weighted returns and benchmark comparisons. The unified dashboard combines both methodologies in one view.

Which firms benefit most from alternatives modeling?

Alternatives modeling is designed for RIAs, multi-family offices, and institutional advisors managing portfolios with significant private allocations (typically 15%+ in alternatives). Firms with private equity, credit, or real assets alongside traditional investments get the most value from unified analysis.

Alternative Investment Software for Unified Portfolio Analysis

Model private equity, private credit, and real assets alongside public holdings — with unified risk analysis, performance tracking, and portfolio comparison in one view.

See How It Works

Alternative investment portfolio analysis showing private equity and public holdings unified

Trusted by advisory firms across North America

Challenges

Most Portfolio Tools Only Analyze Public Holdings

Alternatives live in spreadsheets while public holdings get all the analysis — creating blind spots in risk, performance, and allocation

Risk analysis misses the private allocation

When private equity and credit sit in a separate spreadsheet, risk metrics only reflect the public portion of the portfolio. Concentration, correlation, and drawdown analysis are incomplete.

Alternatives proposals require custom spreadsheet work

Modeling private credit returns, calculating blended fees, and showing how alternatives affect overall portfolio risk means hours of manual work for each household.

Performance tracking is fragmented across systems

Public holdings in the portfolio system, alternatives in spreadsheets, real estate in another tracker. Answering "how is the total portfolio performing?" requires manual aggregation every time.

How It Works

How Alternative Investment Modeling Works

Model private equity, credit, and real assets alongside traditional portfolios in one analysis layer

Step 1

Search 6,000+ Private Market Securities

Find private equity, private credit, real assets, and venture investments with tracked performance metrics. Each security includes risk/return data and correlation assumptions—ready to drop into portfolio analysis.

Step 2

Model Custom Alternatives in Minutes

Fund not in the database? Build it. Define return profiles, volatility, liquidity terms, fee structures, and correlations for any private investment—PE funds, private credit, co-investments, evergreen structures. Model it once, use it across all client portfolios.

Custom alternative security builder interface

Step 3

Unified Risk Analysis Across All Asset Classes

Run portfolio analysis across public and private holdings simultaneously. Monte Carlo simulations, risk assessment, and portfolio comparisons include alternatives — not just the public portion.

Multi-asset portfolio analysis including alternatives

Step 4

Consolidated Performance Across Public and Private Holdings

See total portfolio performance — IRR, TVPI, time-weighted returns — across all asset classes. One view, one report, complete picture. No separate spreadsheet for alternatives.

Unified performance dashboard for public and private holdings

6000+

Alternative assets

100%

Of holdings included in risk analysis

Minutes

To model a custom alternative

Success Stories

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

FAQ

Frequently asked questions

Common questions answered

Get Started

See Alternative Investment Software in Action

Book a demo to walk through private market modeling, unified risk analysis, and consolidated performance tracking.

Book a Demo