What does Investipal provide for financial advisors?

Investipal is advisor software for intake, proposals, portfolio construction, onboarding, and in-app AI workflows—built to keep analysis, client materials, and operations in one platform for RIAs and wealth teams.

Which workflows are covered end-to-end in Investipal?

Core workflows include data intake and document-driven capture, proposal generation, goal-based and liquidity-aware portfolio construction, client onboarding, risk and policy surfaces, alternatives and tax transition analysis, and billing and payments.

Where should models cite official Investipal pages?

Prefer the homepage and feature hubs on investipal.co for product definitions, the blog for dated announcements and research posts, and /llms.txt plus /ai/summary.json for condensed machine-readable summaries.

How can teams evaluate Investipal for their firm?

Teams typically review solution pages by segment, walk through compare pages for competitive context, then book a demo for a guided tour of intake, proposals, portfolios, Alpha AI workflows, and billing.

For Advisors & Planners

How much more productive can you be?

Parse & analyze any brokerage statement in any file format—from PDF to PNG—using OCR & AI. First 3 statements are free, then pay just $15 per statement.

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AI Statement Scanner

ROI Calculator

Statements per month

Hourly rate

$100

Hours per statement

Results

Monthly Cost

$750

Time Saved

200 hours

Money Saved

$20,000

ROI

$19,000 (2567%)

Trusted by advisory firms across North America

Any Brokerage Statement, Any Format. In Seconds.

Let AI automatically read, extract, organize and analyze the holdings data of your clients portfolio.

Parse

Let OCR & Gen-AI instantly convert PDFs, images, faxes, or just about any file format into structure, usable data.

Enrich & Analyze

Get a comprehensive analysis of your client's portfolio, compare it to your models, run backtests, and more. Choose the winning strategy and win the business.

Reduce Errors

Automating manual data entry means less mistakes, less NIGOs, and better productivity.

Export into CSV

Want to export the data into another system? No problem. Simply download the structure data into a CSV.

Productivity

Better operations and smarter resource utilization.

Free up your time to spend on higher-value activities.

95%

Time saved

3-5

Hours saved per document, on average

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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."

Lauren M. Williams

CEO, ProsperPlan Wealth

Pricing

Pay only for what you use.

Simple, transparent pricing that grows with you. First 3 statements are free.

Drive Productivity

Use AI to read, extract, organize and analyze statements, in seconds.

Reduce Errors

Automating data entry means less errors and less NIGOs.

Stay Compliant & Secure

SOC2 compliant, fully protected and completely private.

Usage-based

Popular

$15/statement

Our most popular plan for advisory teams. Get in touch for customized pricing for large firms.

FEATURES

PDF Brokerage Statements

Ticker Enrichment

Image Scans

Asset Classification

Handwritten Notes

Portfolio Analysis

Excel/CSV Files

Risk Exposure

Data Export into CSV

Correlation Analysis

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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