An Enterprise-Ready Solution for Modern Wealth Firms
Eliminate inefficiencies, increase advisor productivity, and drive AUM growth through automation, data intelligence, and compliance-ready workflows.
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Trusted by advisory firms across North America
An Enterprise-Ready Solution for Modern Wealth Firms
Eliminate inefficiencies, increase advisor productivity, and drive AUM growth through automation, data intelligence, and compliance-ready workflows.
Close More Business, Faster
- Automated client intake – From risk assessments to brokerage statement scanning
- Instant analysis – Automated portfolio analysis, comparisons and Monte Carlo modelling
- One-click proposal generation – Ensure every advisor delivers high-converting, compliance-ready recommendations
Personalized Portfolio Construction—At Scale
- Firm-wide investment mandates, applied dynamically – Standardize portfolio strategy while adapting to each client's needs
- AI-powered asset allocation – Automatically construct portfolios across equities, ETFs, mutual funds, and alternatives
- Automated rebalancing & risk monitoring – Maintain alignment with client goals and market conditions
Reduce Compliance Risks While Driving Growth
- Automated IPS & Reg BI documentation – Generate compliant documents instantly
- Firm-wide KYP & portfolio monitoring – Ensure advisors meet fiduciary obligations at scale
- Audit-ready data tracking & reporting – Reduce manual oversight and mitigate compliance risk
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 wealth firms
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