Stop Juggling 6+ Tools to Close One Deal
CRM, proposals, compliance, portfolio tools — you're switching between them all day. See how advisors consolidate everything into one platform and move from prospect to funded portfolio in days instead of weeks.
Trusted by advisory firms across North America
The 4-Step Investipal Process
From prospect intake to portfolio management — one platform, no switching
Upload any brokerage statement—Schwab, Fidelity, Morgan Stanley, 100+ custodians. AI extracts holdings and builds complete portfolio analysis in 30 seconds.
AI writes the narrative, auto-generates charts, and builds branded proposals in under 10 minutes. Auto-generate IPS and Reg BI disclosures from the risk assessment.
Send one secure link for risk assessment, document upload, AML checks, and document review and acceptance. Complete onboarding in days, not weeks.
Build portfolios across all asset classes with AI optimization. Monitor drift, generate IPS documents, and manage ongoing relationships.
Assign AUM, flat, tiered, or subscription fees, collect by ACH or card, and review billing history without moving to another billing tool.
Everything you need in one unified platform
Four core capabilities that replace your patchwork of disconnected tools
Automated Data Intake
Upload any PDF brokerage statement and AI extracts every holding in 30 seconds. Send risk assessments that capture goals, risk tolerance, and investment preferences. Works with Schwab, Fidelity, Morgan Stanley, and 100+ custodians. No manual data entry—go straight to analysis.
AI-Powered Proposals
AI analyzes the portfolio, writes compelling narratives, and generates professional charts. Deliver a fully branded proposal in under 10 minutes — not 3 hours. Auto-generate IPS and Reg BI disclosures from the risk assessment.
Complete Client Onboarding
Send one secure link. Clients complete risk assessment, upload statements, verify identity, and review and accept documents — all in one session. What used to take 3 weeks now takes days.
Portfolio Management & Compliance
Build portfolios across equities, fixed income, alternatives, and annuities with AI optimization. Generate IPS documents from risk assessments in a few clicks. Drift monitoring runs 24/7 so you catch issues before clients do.
Billing & Payments
Configure AUM, flat, tiered, and subscription fees, collect by ACH or card, review client billing history, and report by advisor, payment rail, and fee type.
Trusted by financial advisors
See how practices are transforming their workflows
"We're deeply committed to integrating cutting-edge technology to transform the financial planning landscape. Investipal's innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes and elevate the client and advisor experience."
— ProsperPlan Wealth
"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
Frequently asked questions
Everything you need to know about getting started
Stop Switching Between Tools
See how advisors replace 6+ tools with one platform and go from prospect to funded portfolio in days.