Effortlessly Create & Manage Custom Securities at Scale
Effortlessly create, customize, and track securities. Whether managing alternative investments, private equity, or structured products, our builder enables precise security modeling, automated structuring, and seamless performance tracking.
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Trusted by advisory firms across North America
Define & Customize Securities
Model securities with historical returns, risk metrics, and distribution schedules.
Bulk Upload & Automate Data Entry
Easily import performance data from Excel for fast, efficient processing.
Track Performance & Optimize Risk
Model investment performance, cash flows, and risk-adjusted returns.
Private Market & Alternative Investments Support
Build structures like private equity funds, annuities, and more.
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.
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