How We Help

Understand Your Clients' Entire Wealth Picture

Uncover Held-Away Assets

Create more opportunities to provide advice by enabling clients to upload or integrate their existing accounts seamlessly. They receive instant analysis, while you uncover hidden insights that can drive informed decisions - with tools to streamline your workflow.

  • Multi-Factor Risk Assessment
  • Automated Brokerage Account Statement Scanning
  • Automated Portfolio Analysis and Comparison
  • Automated Proposal Generaton
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Deliver Personalized & Timely Advice

Effortlessly track and manage portfolios with institutional-grade insights, backtesting, risk management tools and out-of-the-box optimizations, powered by AI.

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Enhance Your Client Experience

Offer best-in-class digital advice to clients through an app designed with the latest technology for the modern investor.

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Deliver More Value, In Minutes

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Portfolio Comparison

Generate robust portfolio insights between your clients' existing investments and your proposed solution highlighting over 20 risk indicators.

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Risk Assessment

Ensure you're managing your clients effectively with our intuitive risk assessment that spans risk capacity, behavior and also what they're currently investing in.

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Brokerage Account Statements

Save hours with our AI brokerage account statement scanning that extracts holdings from your client's PDF reports direct into our portfolio analysis.

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Proposal Generation

Craft proposals in minutes with our fully customizable proposals that leverage Investipal's risk assessment and portfolio comparisons.

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Client Communication

Share realtime access to your portfolios and automatic updates to keep your clients in the know on their investments.

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Held-Away Assets

Sync client's held-away assets including IRAs, 401k and taxable accounts for a full picture on your client's wealth.

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Secure Shield

Experience the utmost confidence in your data with Secure Shield. Our robust security measures ensure that your information is protected.

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Investment Research

Research all North American stocks, ETFs and mutual funds to build the perfect portfolio for each client.
Understand your portfolio's risk and return characteristics.

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Portfolio Rebalancing

Optimize, backtest and stress test portfolios with our quantitatively driven portfolio rebalancing including minimum volatility, risk parity and Sharpe Ratio optimal portfolios.

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Compliance Tools

Create or update household and account-level Investment Policy Statements (IPSs) in minutes, and effortlessly generate Reg BI documents to stay compliant, powered by AI.

Accelerate Client Acquisition

Rethink your onboarding process to provide value to clients immediately. Investipal helps you source information from your clients and craft portfolio analysis, proposals and compliance docs before you ever meet.

  • White-labeled client onboarding
  • AI brokerage account statement scanning
  • Robust portfolio comparsions
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Holistic Advice for Better Outcomes

Investipal's enables financial planners to get held-away data and the portfolio insights needed to deliver sound advice.

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Actionable Portfolio Insights
Provide prudent advice with automated analysis that provides a complete picture of performance and risk.
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Unlock Deeper Relationships
Keep clients in the loop on their portfolio, sharing updates and realtime performance monitoring with clients in-app.
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Held-Away Assets
Understand your client's entire wealth picture with our held-away account integrations, supporting over 12,000 institutions

Frequently Asked Questions

What does Investipal specialize in?
What type of firms does Investipal work with?
What security measures are in place for data protection?
What sets Investipal apart from other providers?
Does Investipal work with other software in my tech stack
How can I stay informed about updates and new features?

Let's Kickstart Your Growth

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