The Advisor's OS
For Growth

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.

Convert 80% 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.

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Win New Clients 30% Faster

Investipal's advisor onboarding flow simplifies your process while handling the minutia of sales collateral and compliance management

Enable clients to submit their information before your first meeting, we'll analyze their risk

Craft a unique portfolio that aligns to your client's risk profile

AI generated IPS, Best Interest documents and proposals let you stay compliant, easily

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Perfect Unique Portfolios Instantly

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 So You Can Focus on Establishing Trust

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.

Investment Advisor

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

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The Advisor's OS For Growth