Generate Personalized Investment Policy Statements in 1-Click with AI
Streamline your compliance documentation and automate drift monitoring. No manual data entry required.
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Trusted by advisory firms across North America
Identify Risk Tolerance
Pinpoint risk tolerance with a quick 5-minute assessment that analyzes risk capacity, behavior and the clients' existing portfolio.
Set Goals & Objectives
Set-up accounts and goals for all members of the household.
Define Asset Allocation & Investment Selection
Set guardrails and define mandates.
Monitor Drift
Ensure consistency and alignment with automated drift alerts.
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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