US-Canada Portfolios. One Platform.
Aggregate statements from both countries, track multi-currency portfolios, and generate cross-border compliant proposals. Serve expats, snowbirds, and dual citizens without spreadsheets or currency headaches.
Trusted by advisory firms across North America
Challenges Cross-Border Advisors Face
US and Canadian clients need unified advice. Most tools only handle one country.
Tracking USD and CAD holdings across multiple platforms requires constant manual conversions and reconciliation.
Managing accounts at TD Canada Trust, RBC, Schwab, and Fidelity requires logging into multiple systems to see the full picture.
RRSPs, TFSAs, 401(k)s, IRAs—advisors need to customize proposals to address dual-country tax implications and account-type complexities for each client.
How Cross-Border Advisors Use Investipal
Five steps for statement aggregation, proposal delivery, onboarding, follow-up, and billing visibility
Aggregate US & Canadian Statements
Upload statements from any North American brokerage—TD Canada Trust, RBC, Questrade, Schwab, Fidelity, Vanguard. AI extracts holdings in 30 seconds with multi-currency tracking. See true asset allocation across both countries.
Build Cross-Border Portfolios
Construct portfolios with US equities, Canadian equities, ETFs from both countries, alternatives, and annuities. Properly handle RRSPs, TFSAs, RESPs, 401(k)s, IRAs, and taxable accounts. Track CAD/USD exposure across the portfolio.
Generate Cross-Border Proposals
Create professional proposals with multi-currency reporting and account-type context. IPS documents are included, Alpha can help keep follow-up work moving, and clients tap accept directly from Investipal — signatures captured automatically.
Move Households Through Secure Onboarding
Send one secure portal link after the proposal is accepted. Clients can review disclosures, accept advisory agreements, complete requested tasks, and keep completed documents in the portal vault.
Keep Billing Visible After Onboarding
Once the household is onboarded, keep fee assignments, ACH or card collection, and billing history in the same workflow. Admins can report by advisor, payment rail, and fee type without rebuilding spreadsheets.
Why Cross-Border Advisors Choose Investipal
Built for advisors serving US-Canada clients
Manage US and Canadian accounts in one unified platform. No more switching between separate systems.
View consolidated portfolios in USD or CAD with real-time conversion. Track currency exposure across all accounts.
Properly track RRSPs, TFSAs, 401(k)s, IRAs, and taxable accounts. See holdings by account type across both countries.
AI handles all major US and Canadian brokerages. Extract holdings from any PDF in 30 seconds.
Complete cross-border proposals in 10 minutes. Generate professional templates that advisors customize with dual-country considerations.
Generate IPS documents and compliance documentation for cross-border clients. Clients tap accept and signatures are captured automatically.
Trusted by financial advisors
See how practices are transforming their workflows
"We're deeply committed to integrating cutting-edge technology to transform the financial planning landscape. Investipal's innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes and elevate the client and advisor experience."
— ProsperPlan Wealth
"Investipal has completely transformed how we approach client onboarding and portfolio management. The AI-powered tools save us countless hours while delivering better outcomes for our clients."
— Pacific Portfolio Advisors
"Investipal has been a game-changer for our firm. It really had become an efficiency multiplier for our assistants and back office. It's an indispensable tool for any advisory firm looking to thrive in today's competitive market."
— William Joseph Capital Management
Frequently asked questions
Everything you need to know
See Cross-Border Portfolio Management in Action
Short 15-minute demo tailored to cross-border advisory practices