Parse & Analyze Client Account Statements in Seconds
Let AI automatically read, extract, organize and analyze the holdings data of your clients portfolio.
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Trusted by advisory firms across North America
Upload Documents
Simply drag and drop PDF statements or scan images directly into the platform.
AI Extraction
Advanced AI automatically identifies and extracts all holdings data with 99.9% accuracy.
Portfolio Analysis
Get instant insights into asset allocation, risk metrics, and portfolio performance.
Export Data
Download clean, organized data in CSV format for further analysis or import into your tools.
Better operations and smarter resource utilization.
Free up your time to spend on higher-value activities.
Pay only for what you use.
Simple, transparent pricing that grows with you. First 3 statements are free.
Our most popular plan for advisory teams. Get in touch for customized pricing for large firms.
What's included
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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