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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Investments

The Complexities of Investing with Peter Lazaroff

June 27, 2025

#Investments

About This Episode

Peter Lazaroff is the CIO of ⁠PlanCorp⁠, Advisor at ⁠Brightplan⁠, and Author of ⁠Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever⁠. He shares how he thinks about the complexities of finance, portfolio construction and management, the importance of taking a scientific approach to investing, decision-making and reducing bias, and more.

Please enjoy our conversation with Peter Lazaroff.