Standardize and Automate Your Entire Advisory Workflow. Firm-Wide.

Investipal automates the complete advisory workflow—from data intake through client onboarding—reducing advisor workload by 70%. Firms eliminate redundant tools, reduce manual work, and standardize processes firm-wide. Most firms see 40-60% faster client onboarding, 70% cost savings vs. their previous tech stack, and ROI within 3-6 months.

Investipal automates: (1) Data intake - AI scans statements and extracts holdings in 30 seconds, (2) Portfolio analysis - Automated portfolio comparison, Monte Carlo simulation, and tax analysis, (3) Proposal generation - One-click branded proposals with compliance disclosures, (4) Compliance documentation - Auto-generated IPS and Reg BI docs, (5) Client onboarding - E-signature for advisory agreements and compliance documents.

Set firm-wide standards for client intake, compliance templates, proposal branding, and investment methodologies. Advisors can then customize portfolios and strategies for their specific clients—but within your firm's guardrails. You get consistency where it matters (compliance, branding, risk management) and flexibility where it helps (portfolio customization, client communication).

Yes. Investipal supports multi-asset portfolio construction including equities, fixed income, alternatives (PE, VC, real estate, private credit), and annuities. Access our database of private market securities with risk/return/performance metrics, or model custom alternatives. Analyze portfolios across all asset classes with unified risk assessment, performance tracking, and portfolio comparison tools.

Investipal provides a centralized compliance dashboard showing every portfolio, drift alert, and compliance breach across all advisors. Set firm-wide drift thresholds and concentration limits once, then get real-time alerts when any portfolio needs attention. Every action is logged with timestamps for complete audit trails.

Comprehensive firm-wide visibility into all client portfolios and advisor activity. View portfolio performance, risk metrics, and asset allocation across all advisors. Track advisor productivity including proposals generated, clients onboarded, and compliance documentation completion rates. Monitor portfolio drift, concentration risk, and compliance status across the entire firm.

Most firms are fully onboarded in 2-4 weeks, depending on size and complexity. Implementation includes: firm branding setup, client data migration, advisor training, compliance template configuration, and integration with existing systems. We provide dedicated implementation support, weekly check-ins, and ongoing training for new advisors.

Investipal integrates with major custodians (Schwab, Fidelity, TD Ameritrade, Pershing), CRMs (Salesforce, Redtail, Wealthbox), and portfolio accounting systems (Black Diamond, Orion, Tamarac). Enterprise features include: SSO, role-based access control, audit logs, API access, custom reporting, and white-label branding.

Investipal is SOC 2 Type II certified with bank-level 256-bit AES encryption. We're FINRA and SEC compliant. All data is encrypted in transit and at rest. Enterprise security features include: SSO, role-based permissions, audit logs, IP whitelisting, and data residency options. Annual penetration testing and security audits.

Enterprise pricing is based on total firm AUM and number of advisors, with volume discounts for larger firms. Pricing includes unlimited client accounts, all features, integrations, dedicated support, and implementation services. Most firms see ROI within 3-6 months from operational efficiency gains alone. Contact us for a custom quote.