Morningstar to

Thinking about moving from Morningstar? You’re not alone.

Here are a few reasons why financial advisors and planners decide to switch to Investipal (and why you might, too).

Let’s dive into the details…

Sales Enablement & Onboarding

Winning and onboarding clients should be easy - for you and them.

Investipal provides a fully automated sales and onboarding process. By leveraging AI, it significantly reduces the time and manual effort required to generate leads, close and onboard new clients, allowing advisors to focus more on building relationships and less on paperwork.

Do in 1 day what used to take 1-3 weeks.

  • Risk profiling lead magnets, detailed analytics and proposal generation:  Generate more leads, create better impressions, and close more deals, without wasted effort.
  • Automated data collection and extraction: upload client account statements to efficiently gather information, minimizing manual entry and errors.
  • Held-away account integration: integrate held-away portfolios to deliver holistic advice and grow wallet share.
  • Streamlined workflows: Guides both advisors and clients through the onboarding steps with ease.

Personalized Portfolio Management

Clients expect strategies tailored to their unique needs and goals. Whether it’s managing personalized portfolios or models, we’re set up to support both.

Investipal provides you with the data, tools and automations needed to quickly build and manage portfolios at scale.

  • Investment Research: whether stock, ETF or mutual fund, find and analyze the securities you need.
  • Risk Management: effectively manage risk at a portfolio-level with insights on exposure, correlations and more. Plus, rebalance with ease.
  • Optimization: easily backtest new strategies or leverage AI to minimize volatility, maximize Sharpe, reach target risk or return levels, and more.

Integrated AI-Powered Compliance

Wouldn’t it make sense for your portfolio management system to be integrated with compliance?

Investipal simplifies compliance with AI-driven documentation, allowing you to focus more on clients and less on paperwork.

  • Investment Policy Statements (IPS): use AI to generate custom household and account-level IPSs in seconds.
  • Optimization: easily backtest new strategies or leverage AI to minimize volatility, maximize Sharpe, reach target risk or return levels, and more.

Modern User Experience & Interface

Your wealth management software should be as intuitive and effortless to use as any other.

Investipal offers a modern, simplified interface designed to enhance user experience. By leveraging advanced technology, it provides a seamless, user-friendly platform that allows advisors to manage client portfolios with ease and efficiency.

  • Intuitive dashboards: our dashboards are designed to be both visually appealing and easy to navigate.
  • Effortless navigation: with an integrated toolset and a clean layout, it’s easy to find and use the tools you need all in one place, without getting lost in complex and outdated interfaces.
  • Client experience: provide your clients with the type of client portal they would expect to easily view portfolio performance, holdings and communications.

Pay for what you use

Flat subscription-based pricing is outdated. Why accept a one-size-fits-all fee?

Our usage-based pricing model ensures that you only pay for what you use. This flexible approach allows us to align more closely with your needs, offering better value and budget compatibility.

Better Support

Life is too short for poor support.

At Investipal, we understand that happy, successful customers starts with delivering a strong product experience and prioritizing quick, reliable and comprehensive support.

A True Partner

Looking for a tech partner that actually listens?

Our goal is to make your life easier. Have feedback, a need, or a suggestion about how we can better do so? We’re all ears. We actively listen and rapidly build. Our commitment to better serving you is our ultimate differentiator.

Quick comparison guide

Portfolio Analytics




Client Risk Assessment
Investment Research
Held-Away Assets
Proposal Generation
Portfolio Rebalancing
Portfolio Backtesting
Client Account Statement Scanning
AI-Generated Compliance Docs
Website Lead Magnet
Client Portal

Frequently Asked Questions

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Let's Kickstart Your Growth

Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.