Win High-Net-Worth Clients with Institutional-Grade Alternative Investment Proposals
Stop losing prospects to competitors with better alternatives capabilities. Seamlessly integrate private equity, private credit, real estate, hedge funds, and custom private vehicles into client-ready proposals. Automatically incorporate risk scoring, liquidity constraints, fee modeling, and Reg BI compliance—all in 5 minutes.
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Trusted by advisory firms across North America
Seamless Alternatives Integration
Unlike traditional proposal tools that only handle public markets, add private equity, private credit, real estate, hedge funds, interval funds, and custom private vehicles directly into proposals alongside stocks and bonds. No manual workarounds, no separate systems—just one unified proposal.
Automatic Risk & Liquidity Scoring
Our engine automatically calculates risk metrics, liquidity constraints, and suitability scores for mixed public/private allocations. Ensure every proposal reflects accurate portfolio characteristics and regulatory requirements—no spreadsheet calculations needed.
Comprehensive Fee & Performance Modeling
Model management fees, performance fees, hurdle rates, and waterfall structures. Show prospects side-by-side comparisons with their current portfolios, including detailed fee impact analysis and net return projections. Make the case for alternatives crystal clear.
Compliance-Ready Documentation
Generate proposals that align with Reg BI and Know Your Product (KYP) requirements. Automated suitability checks, accreditation verification, and compliance audit trails built into every proposal. Pass compliance review the first time.
Close More HNW Clients by Offering What They Actually Want: Access to Alternatives
As HNW clients increasingly demand alternatives exposure, differentiate your practice with institutional-style proposals that showcase sophisticated portfolio construction.
Perfect for Your Practice
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Enterprise-Grade Security
Your data is protected with bank-level security
Compliance & Privacy
Ensure adherence to SEC/FINRA standards with built-in compliance and privacy features. No user data is used in training.
Security
Investipal is SOC2 Type II compliant and all data is fully protected with advanced encryption and secure protocols.
Scalability
Grow through technology, not headcount.
"We're deeply committed to integrating cutting-edge technology to transform the financial planning and investment management landscape. Investipal's innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes to elevate the client and advisor experience."
See Investipal in Action
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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