Solutions for different advisory models
Explore the live solution pages that map Investipal to the way different advisory teams sell, build, onboard, and operate.
Solutions by team and business model
Start with the solution page that best matches your firm structure, then branch into the workflows and features behind it.
Wealth Management Firms
Scale proposal generation, onboarding, portfolio construction, billing, and firm operations without adding disconnected tools.
Financial Advisors
Run a bigger practice with one platform for data intake, proposals, onboarding, AI execution, and billing.
Financial Planners
Bridge planning, liquidity-driven portfolio construction, proposals, onboarding, and billing in one workflow.
Cross-Border Wealth
Support advisors serving US and Canadian households with shared workflow, portfolio, planning, onboarding, and billing visibility.
Insurance Advisors
Model insurance and annuity strategies while keeping proposal, onboarding, billing, and client workflow execution aligned.