Investipal
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Portfolio analysis

Understand risk
across the portfolio.

Analyze portfolio risk across sectors, regions, and asset classes. Look through fund holdings, monitor drift, and test how market scenarios could affect the portfolio.

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Holdings overview
The holdings.
In perspective.
Equity60%
Fixed income30%
Cash10%
Equity$180,000
Fixed income$90,000
Cash$30,000
Existing portfolioReview holdings ↗

Trusted by leading advisory firms

Wellington Altus
Raymond James
Everspire
William Joseph
ProsperPlan
Woodgate
30 sec

To full concentration breakdown

24/7

Drift monitoring

2-3

Hours saved per analysis

A clearer starting point

See concentration that fund names can hide.

Most concentration issues surface during quarterly reviews, weeks after they became actionable

Diversified funds can hold the same stocks.

A portfolio spread across 50 holdings looks diversified, until 40% turns out to be concentrated in tech, hidden across multiple funds. The sector drops and the client calls panicking.

Manual risk analysis takes hours.

Downloading holdings, categorizing securities, calculating overlaps manually. Every quarterly review means hours per client. That doesn't scale to 100 clients.

Clients want answers when markets move.

Markets drop and clients call. Without scenario data (how the portfolio would have performed in 2008 or COVID), the answer is a guess. Clients notice.

Inside the workflow

Understand portfolio exposure before you recommend.

See exactly how advisors spot hidden concentration, document it, and prevent client panic calls

Holdings overview
The holdings.
In perspective.
Equity60%
Fixed income30%
Cash10%
Equity$180,000
Fixed income$90,000
Cash$30,000
Existing portfolioReview holdings ↗
Step 01

Look Through Fund Holdings

Reveal exposure across funds by sector, geography, asset class and individual security, updated as the portfolio changes.

Risk profile
Understand the client.
Before the recommendation.
Portfolio58 / 100
Behavior46 / 100
Risk capacity65 / 100
Questionnaire completeReady for review ↗
Step 02

Show Where Risk Is Concentrated

Break down exposure and see which holdings move together under stress. Run quarterly reviews in half the time.

Goal-based construction

A purpose for each part.

Near termSpending needs
Medium termPlanned expenses
Long termFuture goals
Goals → Allocation
Step 03

Monitor Drift and Plan Rebalancing

Set alert thresholds, then compare Min Volatility, Max Sharpe and Factor Optimization strategies to calculate trades that minimize turnover.

Holdings overview
The holdings.
In perspective.
Equity60%
Fixed income30%
Cash10%
Equity$180,000
Fixed income$90,000
Cash$30,000
Existing portfolioReview holdings ↗
Step 04

Test Historical Market Scenarios

Model portfolio performance through 2008, COVID-19 in 2020 or the 2022 rate shock, with results ready for the client conversation.

In good company

In our clients’ words.

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.
Pacific Portfolio Advisors
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.
William Joseph Capital Management

A few things to know.

What risk metrics does the portfolio risk management software track?

Investipal tracks concentration by sector, geography, and asset class; correlation analysis between holdings; portfolio drift from target allocations; historical drawdown analysis; and scenario modeling for market events like 2008, COVID, and sector corrections. All metrics update in real-time as portfolio changes are made.

How does concentration analysis work?

Investipal's concentration analysis looks through fund holdings to reveal underlying exposure. If a client owns three "diversified" funds that each hold Apple, Google, and Microsoft, the platform aggregates that exposure to show true tech concentration, not just the surface-level fund allocation. This look-through analysis catches hidden risks that spreadsheet analysis misses.

Does Investipal support stress tests and scenario analysis?

Yes. Investipal models how any portfolio would have performed during historical market events: 2008 financial crisis, COVID crash, dot-com bubble, sector corrections, and more. The scenario analysis shows projected drawdowns and recovery timelines, providing data-backed answers when clients ask "how bad can this get?"

How do portfolio drift alerts work?

Set custom thresholds for each portfolio or use firm-wide defaults. When allocations drift beyond configured thresholds, whether from market movements or deposits/withdrawals, alerts are triggered. Each alert includes recommended rebalancing trades calculated to minimize turnover while returning to target allocation.

What rebalancing strategies does the software support?

Investipal supports multiple rebalancing optimization strategies: Minimum Volatility (reduce overall portfolio risk), Maximum Sharpe Ratio (optimize risk-adjusted returns), Factor Optimization (target specific factor exposures), and Tax-Aware Rebalancing (minimize tax impact). Each strategy generates specific trade recommendations with projected outcomes.