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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Marketing & Growth

Passion Meets Planning: Reverse Engineering Your Retirement and Success with Justin Castelli

June 27, 2025

#Marketing & Growth #Client Experience

About This Episode

Justin Castelli is multifaceted. He is the founder of RLS Wealth, the AGC, and PRST, as well as the host of the LifeDesign+ podcast. He is a speaker, a poet, and a strong advocate for living an authentic life and helping others to do the same.

In this episode, we explore Justin's journey to authenticity, his approach to client relationships, and how he encourages clients to pursue their interests and passions. We also discuss the evolving role of financial planners, why being less focused on the numbers when setting goals can actually be beneficial in the long run, and how Justin's supporting other financial advisors through initiatives like the Advisor Growth Community.

Please enjoy our conversation with Justin Castelli.