How We Help

Equipping Your Firm With The Tools To Grow Smarter

Grow Your AUM Deeper & Wider

Empower advisors to win more business and increase wallet share via held-away assets. Prospects and clients can sync accounts seamlessly to receive instant portfolio analysis, while you get insights that can help to win the business - and tools to streamline the process.

  • White-Labeled, Multi-Factor Risk Assessment Lead Magnet
  • Automated Brokerage Account Statement Scanning
  • Automated Portfolio Analysis & Comparison
  • Automated Proposal Generation
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Improve Productivity  

Unify and automate key sales and onboarding processes from risk assessments and brokerage account statement scanning, to portfolio comparison and proposal creation.

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Reduce Compliance Risks

Our AI-powered IPS generation and Reg BI tools reduce errors, enhance policy adherence, and free up your team's time, allowing them to focus on growth.

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A Unified, Scalable Platform for Growth

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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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Drive Operational Efficiency

Investipal's unified advisor suite helps your team focus more on growing AUM instead of worrying about paperwork or toggling between disparate software(s).

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Comprehensive Portfolio Analysis
Conduct thorough analysis of yours and your client's existing portfolios, in seconds.
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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
Increase wallet share by understanding 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.