From risk assessment to portfolio analysis and personalized proposals, Investipal empowers advisors to focus on building relationships and growing their practice.
Helping advisory firms across North America accelerate their growth
Grow your practice, faster, with AI tools that streamline every step of your sales journey.
Investipal’s intelligent automation enhances your ability to attract, engage, and convert prospects into long-term clients.
Automated Risk Tolerance Questionnaire (RTQ)
Our 3-factor risk questionnaire assesses risk capacity, behavioral characteristics and current portfolio risk to generate a risk tolerance score,and flags potential discrepancies to support strategy selection.
AI Brokerage Statement Data Extraction & Analysis
Leverage Optical Character Recognition (OCR) and AI to completely automate client brokerage account statements data extraction, validation and analysis.
Automated Comparative Portfolio Analysis
Utilize an advanced backtesting engine for a comprehensive and instant comparison of model(s) to client portfolio, enabling you to quickly identify optimal strategies, streamline decision-making, and win the business.
Automated Investment Proposal Generation
Create personalized investment proposals instantly, giving you more time to focus on building relationships.
Productivity
Better operations and smarter resource utilization.
Free up your time to spend on higher-value activities.
4x
Faster than traditional sales processes. Do in 1 day what used to take 4 weeks.
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 to streamline processes to elevate the client and advisor experience.
Lauren M. Williams
CEO. ProsperPlan Wealth
Ready to get started with Investipal?
Get started at just $20/month for the first 3 months.
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