Explore Investipal
Your advisory workflow.
A shared place for the work.
From understanding a prospect’s holdings to preparing a recommendation and onboarding a client. Explore the parts of Investipal that fit your practice.
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Start with the client.
Bring the holdings and the client’s priorities into view before making a recommendation.
In perspective.
Give the recommendation context.
Consider the goals, model assumptions and transition choices behind the proposed allocation.
Goal-based construction
Choose goals-based LDI, risk-aligned construction, or manual allocation.
Tax transition
Model household transitions around budgets, timelines, harvesting, and retained holdings as proxies.
Alternatives modeling
Model private equity, private credit, and real assets alongside public holdings in one analysis layer.
Annuity and insurance modeling
Compare annuity and insurance strategies with proposal-ready retirement income analysis.
A purpose for each part.
Move the relationship forward.
Explain the recommendation, document the approach and carry the work into the client relationship.
Alpha
Put Alpha to work on complete proposals, client collateral, and proactive meeting preparation.
Client engagement
Connect the client portal, meeting notes, and portfolio-review preparation.
Investment proposals
Build personalized proposal narratives from client goals, meeting notes, and portfolio analysis.
Investment policy statements
Generate investment policy statements with risk inputs, allocation ranges, and audit-ready documentation.
Client onboarding
Connect client details, eSign packages, payment collection, and the first bill.
Billing and fee schedules
Manage flexible fees, collect payments, configure advisor payouts, and track practice growth.