The connected workflow
Follow the work from a prospect’s statement to the ongoing client relationship.
Upload brokerage statements, review extracted holdings and collect the client’s goals, risk tolerance and investment preferences.
Statement scanning ↗Consider portfolio exposures alongside the client’s risk profile. The holdings are one part of the picture.
Risk assessment ↗Bring the client’s goals and investment horizon into the proposed allocation. Make the basis for the recommendation clear.
Portfolio construction ↗Build portfolios around firm models, client goals and liquidity needs. Compare recommendations, monitor drift and generate IPS documents.
Portfolio analysis ↗Turn client and portfolio data into analysis, branded proposals and IPS documents, ready for your review and approval.
Investment proposals ↗Prepared for the Morgan household
Bring risk assessment, statement uploads, document review and client handoffs into one onboarding workflow.
Client onboarding ↗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.
Billing ↗Proposal and portfolio workflows
From approval into onboarding
Draft outputs stay under advisor control
In good company
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.
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.
Yes. Investipal connects client intake, proposals, IPS documents, onboarding, portfolio management, billing and practice reporting for RIAs.
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.
Investipal supports branded client-facing workflows. Confirm the exact logo, styling, disclosure, and document controls required by your firm during a product review.
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.
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.
Support and implementation coverage depend on the selected engagement. Confirm available channels, hours, training, and account-management terms with the Investipal team.
