Automate Your Client Acquisition Process with AI
From risk assessment to portfolio analysis and personalized proposals, Investipal empowers advisors to focus on building relationships and growing their practice.
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Trusted by advisory firms across North America
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.
Better operations and smarter resource utilization.
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.
Schedule a Demo