AI-Powered Asset Allocation, Stewarded by You
Easily create and manage hyper-personalized portfolios across public equities and alternative assets in a matter of seconds - at scale. Transparent explanations mitigate "black box" risks.
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Trusted by advisory firms across North America
Customize Your Engine
Start by uploading your investment universe - from public equities to alternative assets. Our AI engine analyzes historical performance, correlations, sector exposures, and factor sensitivities to build a sophisticated understanding of your investment landscape.
Generate Optimized Portfolios
Generate institutional-grade portfolios instantly. Our engine optimizes across multiple dimensions—from risk-return objectives to tax efficiency—while adhering to your specific mandates and client preferences.
Analyze and Fine-Tune
Unlike black-box solutions, we show our work. Get clear, detailed explanations for every allocation decision, run comprehensive stress tests, and fine-tune using institutional-grade analytics before implementation.
Monitor and Maintain
Stay ahead of drift with intelligent monitoring. Receive actionable alerts when portfolios need rebalancing, along with suggested adjustments that keep you aligned with mandates while minimizing unnecessary turnover.
Hyper-Personalization, Automated
Free up your time to spend on higher-value activities.
Perfect for Your Practice
Discover how different financial professionals use this feature
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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