Win More Clients + Automate Portfolios
in One Place

From building and diversifying to tracking and tweaking, manage all your client portfolios seamlessly with Investipal. It’s time to start spending less time juggling your existing accounts so you can spend more time acquiring new business.
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Convert 90% More Leads

Leverage value-add tools embedded directly in your website to turn visitors into clients
Clients today want to understand their investments. Leverage engaging tools that socialize risk, identify gaps in their current investments and convert those opportunities into more business, all without lifting a finger.

Quick and Easy Onboarding

Connecting the dots between risk and portfolio construction

Complete the automated “Know Your Customer” (KYC) questionnaire.

Analyze the investor profile.

Begin building a compliant portfolio.

It’s that easy!

Maximize Efficiency, Reduce Risk, and Optimize Returns

Take advantage of robust portfolio builder tools designed to help investment advisors serve their clients.
Quickly and easily analyze risk for all your clients' portfolios and make adjustments in seconds to prevent undue risk.
Built-in optimizers let you easily rebalance and stress-test portfolios, providing clients piece of mind and you with more time to scale your book. Investipal's portfolio monitoring will alert you of any potential risks before they become a problem.

Streamline Client Onboarding for a More Seamless, Collaborative Investing Experience

Elevate the client experience and empower your clients with features that encourage communication and collaboration.
Client communication is key. With Investipal, you can focus on converting more business with the help of our AI-generated proposals and IPS. Rather than collecting information from your clients, focus on establishing trust while we take care of the rest.

Get Smarter About
Your Clients’ Investments

Join the Investipal community today to start taking your business to the next level.

Everyday Investor

If you’re an independent investor, click “Sign Up” below to get started.

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Investment Advisor

If you’re an investment advisor, click “Book a Demo” for a personalized tour of our advisor solution.

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