Connect Your Advisory Workflow From Intake Through Billing
For RIAs evaluating financial advisor software, see how Investipal connects statement intake, proposals, portfolio work, onboarding, advisor-reviewed outputs, and billing in one workflow.
Trusted by advisory firms across North America
The 5-Step Investipal Process
From prospect intake through proposals, onboarding, portfolio compliance, and billing: one platform, no switching
Upload supported brokerage statements and use extracted holdings as the starting point for portfolio analysis. Confirm formats and required data fields during a product review.
Create draft narratives, charts, branded proposals, and investment policy statements from client and portfolio inputs, with advisor review before use.
Coordinate risk assessment, document upload, review, and client handoffs through a connected onboarding workflow. Confirm identity and signature requirements separately.
Build and compare portfolios using firm and client inputs, review risk and 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
Five core capabilities that replace your patchwork of disconnected tools
Automated Data Intake
Upload supported brokerage statements, review extracted holdings, and collect goals, risk tolerance, and investment preferences. Confirm statement formats and required data fields for your firm during a product review.
AI-Powered Proposals
Use client and portfolio inputs to prepare draft analysis, narratives, charts, branded proposals, and investment policy statements. Advisors review and approve outputs before client use.
Complete Client Onboarding
Coordinate risk assessment, statement uploads, document review, and client handoffs through one connected onboarding workflow. Confirm identity, signature, and third-party requirements for your firm.
Portfolio Management & Compliance
Build and compare portfolios using firm models, client goals, risk inputs, liquidity considerations, and supported asset types. Review portfolio risk and drift and generate IPS documents under advisor control.
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
Is Investipal financial advisor software for RIAs?
Yes. Investipal connects intake, proposals, IPS documentation, client onboarding, portfolio workflows, billing, and practice reporting. Firms should confirm the exact capabilities and dependencies required for their workflow during product evaluation.
How long does it take to get started with Investipal?
Implementation timing depends on the firm, data sources, configuration, and integrations involved. The Investipal team can scope onboarding, data import, branding, and training requirements during a product review.
Can I customize the proposals and client portal with my branding?
Investipal supports branded client-facing workflows. Confirm the exact logo, styling, disclosure, and document controls required by your firm during a product review.
What integrations does Investipal support?
Integration availability and connection type vary by vendor and firm. Review the integration directory for the current status and confirm required data flows with the Investipal team.
Is my client data secure and compliant?
Request the current security, privacy, data-handling, and compliance documentation during product evaluation. Your firm should review those materials against its own regulatory and vendor-management requirements.
What kind of support do you provide?
Support and implementation coverage depend on the selected engagement. Confirm available channels, hours, training, and account-management terms with the Investipal team.
Review the Connected Workflow
See how Investipal connects intake, proposals, portfolio work, onboarding, and billing, then confirm the requirements that matter to your firm.