From Prospect to Portfolio in One Seamless Workflow
See how financial advisors use Investipal to close deals 3x faster, automate compliance, and manage portfolios across all asset classes—without juggling 6+ tools.
Schedule a DemoHow Investipal Works
Get started in minutes with our simple, streamlined workflow that transforms weeks of work into 10-minute processes.
Onboard Clients in Minutes
Send one secure link for risk assessment, statement upload, AML checks, and e-signature. Complete onboarding in days, not weeks.
Analyze Portfolios Instantly
AI extracts holdings, runs portfolio comparison, goal-based analysis, or Monte Carlo simulations. Get insights in seconds, not hours.
Generate Branded Proposals
AI writes the narrative, auto-generates charts, customize and deliver in under 10 minutes. Add IPS and Reg BI docs with one click.
Automate Compliance & Portfolio Management
Build portfolios across all asset classes with AI optimization. Monitor drift, generate compliance docs, and manage ongoing relationships.
The Complete Advisory Operating System
Five integrated modules that cover your entire client journey from lead generation to ongoing portfolio management.
Lead Nurturing & Portfolio Monitoring
Monitor prospect portfolios in real-time and re-engage with data-backed insights when performance dips or fees spike.
Capture Leads with Embeddable Risk Assessment
Add our 3-factor risk questionnaire to your website to capture qualified leads and get instant insights into their risk tolerance.
Monitor Portfolios in Real-Time
Track prospect and client portfolios automatically. Get alerts when portfolios underperform or drift—giving you the perfect reason to reach out.
Re-Engage with Fresh Analysis
Generate updated portfolio comparisons and proposals on-demand. Every touchpoint is backed by current data and actionable recommendations.
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Sales & Proposal Generation
Generate professional, branded investment proposals in under 10 minutes with AI-powered content and automatic portfolio analysis charts.
AI-Powered Portfolio Analysis
Upload any brokerage statement and our AI extracts holdings in seconds. Run portfolio comparison, historical backtesting, or Monte Carlo simulations.
Learn moreAI Writes Your Proposals
Let AI generate compelling narratives explaining why your strategy is superior. Customize the prompts to match your voice or let AI handle it entirely.
Learn moreFully Branded & Compliant
Every proposal includes your logo, colors, and custom cover images. Add IPS and Reg BI documentation with one click—complete proposals in under 10 minutes.
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Client Onboarding
Send prospects one secure link to complete everything: risk assessment, statement upload, AML verification, disclosures, and advisory agreement signing.
One Secure Link, Complete Onboarding
Configure your workflow once, then send prospects one branded portal link. They complete everything on their phone or desktop—no app downloads, no confusion.
Learn moreBuilt-In E-Signature
Clients sign advisory agreements and compliance documents right in the portal. No DocuSign, no extra logins. Track signature status in real-time.
Learn moreAutomated AML Compliance
Scan driver's licenses and cross-check with OFAC automatically. Complete AML verification in minutes and onboarding in days, not weeks.
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Compliance Automation
Generate IPS and Reg BI documentation in seconds. Monitor portfolio drift and stay compliant without thinking about it.
One-Click IPS Generation
Create personalized Investment Policy Statements in seconds. Our AI analyzes the client's goals, risk tolerance, and portfolio to generate a comprehensive IPS that's ready to sign.
Learn moreAutomated Reg BI Documentation
Generate Regulation Best Interest documentation automatically. The AI explains why your recommendation is in the client's best interest and compares alternatives—everything is audit-ready.
Learn morePortfolio Drift Monitoring
Monitor all client portfolios 24/7 for drift and compliance issues. Get automated alerts and rebalancing recommendations when portfolios need attention.
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Portfolio Construction & Management
Build personalized portfolios across all asset classes—equities, fixed income, alternatives, and annuities—with AI-powered optimization.
Goal-Based Portfolio Construction
Match client spending needs to optimal allocations. Input their spending sequence and our AI generates a custom portfolio that balances liquid and growth assets.
Learn moreMulti-Asset Portfolio Management
Build portfolios with equities, fixed income, alternatives, and annuities. Access our database of private securities or model custom alternatives with our security builder.
Learn moreAI-Powered Optimization
Let AI optimize portfolios for risk-adjusted returns or goal-funding. Get drift alerts and rebalancing recommendations automatically across all asset classes.
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Real Results for Real Advisors
See the measurable impact Investipal has on advisory practices across North America.
to extract holdings from statements with AI
average time to complete a full proposal
close rates vs. generic presentations
Cost savings vs. common tech stack
Client onboarding time reduction
Time saved on manual processes
Replace Your Fragmented Tech Stack
Firms have consolidated away from these tools:
What Advisors Are Saying
"Investipal has been a game-changer for our firm. It really had become an efficiency multiplier for our assistants and back office. The streamlined data gathering and compliance processes have freed up our time, allowing us to focus on what truly matters—our clients."
"At ProsperPlan Wealth, 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."
See Investipal in Action
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
Schedule a Demo