Currency headaches
Tracking USD and CAD holdings across multiple platforms requires constant manual conversions and reconciliation.
For cross-border practices
Unite US and
Canadian accounts.
Bring US and Canadian holdings into one household view. Build multi-currency portfolios and client proposals without piecing together separate systems.
Book a demo ↗The holdings.
In perspective.
In perspective.
Equity60%
Fixed income30%
Cash10%
Equity$180,000
Fixed income$90,000
Cash$30,000
Existing portfolioReview holdings ↗
Trusted by leading advisory firms
Investipal helps cross-border advisors serve US and Canadian households with one workflow for statement aggregation, proposal generation, portfolio analysis, onboarding, Alpha, and Billing & Payments.
10min
Complete cross-border proposals
2
Currencies tracked seamlessly
100%
US & Canadian statements supported
A clearer starting point
Cross-border households need a complete view.
US and Canadian clients need unified advice. Most tools only handle one country.
Fragmented platforms
Managing accounts at TD Canada Trust, RBC, Schwab, and Fidelity requires logging into multiple systems to see the full picture.
Dual-country compliance
RRSPs, TFSAs, 401(k)s, IRAs. Advisors need to customize proposals to address dual-country tax implications and account-type complexities for each client.
Inside the workflow
Manage the household across both countries.
Five steps for statement aggregation, proposal delivery, onboarding, follow-up, and billing visibility
From statement to holdings.
Vanguard Total Stock Market✓
iShares Core S&P 500✓
Vanguard Total Bond Market✓
Step 01
Aggregate US & Canadian Statements
Extract holdings from US and Canadian brokerage statements in 30 seconds. Track multiple currencies and see allocation across both countries.
Step 02
Build Cross-Border Portfolios
Build portfolios across US and Canadian equities, ETFs, alternatives and annuities. Track CAD/USD exposure and account types, including RRSPs, TFSAs, RESPs, 401(k)s and IRAs.
A clearer recommendation.
Risk profileFinancial planManual
RetirementBalanced allocation
Existing
Proposed
ExistingProposed
Portfolio comparison→ Proposal
Step 03
Generate Cross-Border Proposals
Generate proposals with multi-currency reporting, account-type context and IPS documents. Clients accept directly in Investipal, with signatures captured automatically.
Your next chapter.
Review your documents✓
Confirm your details✓
Complete onboarding→
Step 04
Move Households Through Secure Onboarding
Send one secure link to review disclosures, accept agreements and complete tasks. Finished documents stay in the portal vault.
Step 05
Keep Billing Visible After Onboarding
Keep fee assignments, ACH or card collection and billing history together. Report by advisor, payment method and fee type.
In good company
In our clients’ words.
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.
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.
Why Cross-Border Advisors Choose Investipal
Built for advisors serving US-Canada clients
One Platform for Both Countries
Manage US and Canadian accounts in one unified platform. No more switching between separate systems.
Two countries. One household.
United States
401(k)
IRA
Taxable
Canada
RRSP
TFSA
Taxable
INVESTIPAL / YOUR CONNECTED PRACTICE01 / 06
Multi-Currency Tracking
View consolidated portfolios in USD or CAD with real-time conversion. Track currency exposure across all accounts.
A shared view of the portfolio.
USDCADPortfolio view
US accountsUSD
Canadian accountsCAD
Holdings and currency exposure, together.
INVESTIPAL / YOUR CONNECTED PRACTICE02 / 06
Account-Type Aware
Properly track RRSPs, TFSAs, 401(k)s, IRAs, and taxable accounts. See holdings by account type across both countries.
Every account. In context.
United States
401(k)
IRA
Taxable
Canada
RRSP
TFSA
Taxable
INVESTIPAL / YOUR CONNECTED PRACTICE03 / 06
Scan Any Statement
AI handles all major US and Canadian brokerages. Extract holdings from any PDF in 30 seconds.
From statement to holdings.
Vanguard Total Stock Market✓
iShares Core S&P 500✓
Vanguard Total Bond Market✓
INVESTIPAL / YOUR CONNECTED PRACTICE04 / 06
10-Minute Proposals
Complete cross-border proposals in 10 minutes. Generate professional templates that advisors customize with dual-country considerations.
A clearer recommendation.
Risk profileFinancial planManual
RetirementBalanced allocation
Existing
Proposed
ExistingProposed
Portfolio comparison→ Proposal
INVESTIPAL / YOUR CONNECTED PRACTICE05 / 06
Cross-Border Compliance
Generate IPS documents and compliance documentation for cross-border clients. Clients tap accept and signatures are captured automatically.
INVESTIPAL / YOUR CONNECTED PRACTICE06 / 06
A few things to know.
How does Investipal handle multi-currency portfolios?
Investipal automatically tracks holdings in both USD and CAD with real-time currency conversion. Advisors can view consolidated portfolios in either currency and track currency exposure across accounts. All portfolio analytics, risk metrics, and performance reporting work seamlessly across both currencies.
Can Investipal scan statements from Canadian brokerages?
Yes. Investipal's AI-powered statement scanner handles all major Canadian brokerages including TD Canada Trust, RBC Direct Investing, BMO InvestorLine, Scotiabank iTRADE, Questrade, Wealthsimple, and Interactive Brokers Canada, plus all major US brokerages. Upload any PDF statement and holdings are extracted in 30 seconds.
How does Investipal handle RRSPs, TFSAs, and other Canadian accounts?
Investipal recognizes all Canadian registered accounts (RRSPs, TFSAs, RESPs, RRIFs) and US retirement accounts (401(k)s, IRAs, Roth IRAs). The platform tracks which securities are held in which account types, giving advisors the complete picture across both countries.
Can Investipal generate proposals that address cross-border tax implications?
Yes. Advisors can generate proposal narratives with multi-currency reporting and account-type context. The content is fully customizable to include firm-specific cross-border talking points and considerations.
What makes Investipal different for cross-border wealth?
Most wealth management platforms are built for either the US or Canada, not both. Investipal is one of the only platforms that natively handles multi-currency portfolios, aggregates statements from both countries, and understands both US and Canadian account types. Advisors get one unified platform instead of juggling separate tools.
Automated Statement Scanner
Aggregate US and Canadian statements quickly so advisors can start cross-border analysis with clean inputs.
Alpha
Use the in-app AI agent to keep cross-border follow-up work, client questions, and next steps moving.
Billing & Payments
Keep advisory billing and collections inside the same platform once cross-border clients are onboarded.