AI-Powered Efficiency for Financial Planners
Bridge the gap between financial planning and portfolio management with automated portfolio construction, real-time analytics, and compliance-ready proposals.
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Trusted by advisory firms across North America
AI-Powered Efficiency for Financial Planners
Bridge the gap between financial planning and portfolio management with automated portfolio construction, real-time analytics, and compliance-ready proposals.
AI-Driven Portfolio Construction
- AI-driven portfolio construction & management – Build fully customized client portfolios in seconds & optimize in 1-click
- Multi-factor optimization – Align portfolios with risk tolerance, income needs, and long-term goals
- Public and alternative assets – Seamlessly allocate across equities, ETFs, mutual funds, and alternatives
Uncover Hidden Wealth & Provide Smarter Advice
- Instant account aggregation – Sync multiple accounts with ease
- AI-powered statement scanning – Extract holdings from PDFs and integrate seamlessly
- Advanced portfolio analytics – Identify risks, gaps, tax impacts and better allocation strategies
Seamless Compliance & Proposal Generation
- One-click investment proposals – Turn insights into client-ready presentations instantly
- Automated compliance tools – IPS, Reg BI, KYP, and real-time monitoring
- Client-friendly reports & disclosures – Simplify complex financial strategies for better decision-making
Spend more time advising and less time on admin
Free up your time to spend on higher-value activities.
Explore Our Key Features
Powerful tools designed specifically for financial planners
Statement Scanner
Extract and analyze client portfolio data from any statement format instantly
Portfolio Optimization
AI-powered asset allocation across public and alternative investments
Client Acquisition
Automate proposals, risk assessment, and prospect conversion
Risk Management
Real-time risk monitoring and automated portfolio rebalancing
Reg BI Compliance
Automated compliance documentation and disclosure generation
IPS Generator
Generate personalized Investment Policy Statements with AI
Enterprise-Grade Security
Your data is protected with bank-level security
Compliance & Privacy
Ensure adherence to SEC/FINRA standards with built-in compliance and privacy features. No user data is used in training.
Security
Investipal is SOC2 Type II compliant and all data is fully protected with advanced encryption and secure protocols.
Scalability
Grow through technology, not headcount.
"We're deeply committed to integrating cutting-edge technology to transform the financial planning and investment management landscape. Investipal's innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes to elevate the client and advisor experience."
See Investipal in Action
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
Schedule a Demo