Your practice, in focus
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you work.
Explore the Investipal workflow through the conversations, recommendations and client relationships at the heart of your practice.
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A shared platform, with different priorities for each practice.
Wealth Management Firms
Scale proposal generation, onboarding, portfolio construction, billing, and firm operations without adding disconnected tools.
Explore the workflow 02Financial Advisors
Run a bigger practice with one platform for data intake, proposals, onboarding, AI execution, and billing.
Explore the workflow 03Financial Planners
Bridge planning, liquidity-driven portfolio construction, proposals, onboarding, and billing in one workflow.
Explore the workflow 04Cross-Border Wealth
Support advisors serving US and Canadian households with shared workflow, portfolio, planning, onboarding, and billing visibility.
Explore the workflow 05Insurance Advisors
Model insurance and annuity strategies while keeping proposal, onboarding, billing, and client workflow execution aligned.
Explore the workflow The platformExplore every workflow.
Browse statement intake, analysis, proposals, onboarding and the ongoing client work.
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