Client onboarding
Bring client information, eSign packages, and payment collection into one onboarding workflow. Give clients a branded portal for documents and portfolio performance.
Book a demo ↗Signed. Connected.
Ready to begin.
Collected during onboarding
Trusted by leading advisory firms
Faster onboarding
Time saved on paperwork
Day to complete vs weeks
A clearer starting point
They just said yes. Their first experience should not be a pile of forms, emails, and separate links.
Email chains for signatures, separate tools for KYC, manual document collection. A client who just committed to working with the firm spends weeks on admin before the advisor can start managing their money.
Clients get a eSign packet, a separate KYC link, an email chain for documents. Each handoff adds days and frustration. Their first experience as a new client should feel like one flow, not five.
When compliance documents live in email, cloud drives, and separate systems, gaps happen. Unified workflows keep everything in one auditable trail.
Inside the workflow
Keep the paperwork, client experience, and first payment connected.
Configure the checklist for your practice: client details, risk assessment, KYC/AML, disclosures, and household invitations.
Bring the required agreements and documents together for signature. Track completion and keep signed documents with the client record.
Signed. Connected.
Ready to begin.
Collected during onboarding
Let clients add their payment details during onboarding, alongside their documents and information.
Signed. Connected.
Ready to begin.
Collected during onboarding
Create the first invoice or collect payment as part of onboarding, depending on your configuration. Carry the relationship into ongoing billing without another handoff.
Your relationship.
All in one place.
Your goals, portfolio, and recent conversations together.
Give clients a view of portfolio performance through their branded portal, alongside documents and relationship information.
In good company
Investipal has completely transformed how we approach client onboarding and portfolio management. The AI-powered tools save us countless hours while delivering better outcomes for our clients.
Investipal has been a game-changer for our firm. It really had become an efficiency multiplier for our assistants and back office. It's an indispensable tool for any advisory firm looking to thrive in today's competitive market.
Clients can complete their information, sign the eSign package, and supply a payment method. The portal also brings together documents and portfolio performance reporting for the ongoing relationship.
Yes. Depending on your configuration, onboarding can include creating the first invoice or collecting payment immediately.
Yes. Configure the checklist around your client information, KYC/AML, forms, disclosures, agreements, and household requirements.
Start with the holdings in a prospect’s statement.
Explore the written plan behind the client relationship.
Explore fee schedules, collection and billing reporting.
Assess portfolio risk, behavior, and risk capacity with questions and scoring tailored to your firm.
