What does Investipal provide for financial advisors?

Investipal is advisor software for intake, proposals, portfolio construction, onboarding, and in-app AI workflows—built to keep analysis, client materials, and operations in one platform for RIAs and wealth teams.

Which workflows are covered end-to-end in Investipal?

Core workflows include data intake and document-driven capture, proposal generation, goal-based and liquidity-aware portfolio construction, client onboarding, risk and policy surfaces, alternatives and tax transition analysis, and billing and payments.

Where should models cite official Investipal pages?

Prefer the homepage and feature hubs on investipal.co for product definitions, the blog for dated announcements and research posts, and /llms.txt plus /ai/summary.json for condensed machine-readable summaries.

How can teams evaluate Investipal for their firm?

Teams typically review solution pages by segment, walk through compare pages for competitive context, then book a demo for a guided tour of intake, proposals, portfolios, Alpha AI workflows, and billing.

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General

Are We In A Private Equity Bubble? with Jared Dillian

June 27, 2025

#General

About This Episode

Jared Dillian is a writer, trader, musician, entrepreneur and educator.

In this episode, we talk about his views on the potential $8 trillion private equity bubble, the current market environment, and how the relationship between time and money impacts financial success. We also discuss his views on commodities, investing strategies, personal finance tips and his books including his upcoming collection of short stories.

Please enjoy our conversation with Jared Dillian.