Generate Compliant Reg BI Documentation in 1-Click with AI
Streamline your Reg BI compliance process and automate disclosure generation.
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Trusted by advisory firms across North America
Comprehensive Client Profiling
Capture essential client information with a quick assessment that analyzes investment objectives, risk tolerance, and financial situation.
Generate Tailored Disclosures
Instantly create required disclosures, customized for each client's unique circumstances.
Meet Core Obligations
Effortlessly fulfill Reg BI's four pillars to meet regulatory expectations with maximum efficiency.
Monitor Ongoing Compliance
Stay ahead of regulatory changes with real-time updates and automated compliance checks, ensuring consistent adherence to Reg BI obligations.
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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