Every office builds its own proposal.
Open IPS documents from three offices and you’ll find three different disclosure paragraphs.
For enterprise wealth firms
One platform for
multi-office firms.
Set your proposal templates, models, compliance policy and AI rules at the home office for every office and affiliated firm to use. Then review approvals, exposure and AI usage across all of them.
Book a demo ↗WORKFLOW TOOLS
Start with what you need.
Choose the steps in your proposal workflow.
Portfolio constructionOn
Portfolio comparisonOn
Portfolio simulationOff
Tax transitionOff
Construct→Compare→Propose
Trusted by leading advisory firms
9.67/10Proposal generation & client onboarding · 2026
Recommended toolRTQ, proposals & analysis
5-StarWealth Tech 2026
What firms run into
Where growing wealth firms lose consistency.
Each acquisition brings its own templates, tools and habits.
The home office sees the work last.
Compliance asks for last quarter’s proposals and waits a week to get them.
Every new tool is another project.
Every new vendor means a security review and a data feed, and advisors still retype client data between systems.
Inside the platform
Set it once at the home office.
01 Cover
02 Allocation
03 Analysis
TextChartHoldings
YOUR PROPOSED PORTFOLIO
A plan built around you.
Equities 60%
Fixed income 30%
Cash 10%
COMMENTARY
A balance of long-term growth and near-term needs.
✳ Alpha draft · Your editsReview proposal ↗
01 · Standardize
Give advisors the firm’s templates and models.
Build proposal and IPS templates, import your IPS from Word and lock what advisors shouldn’t change. Share templates and models across your firms, and use one brand kit on your own domains.
ACCESS REVIEW
The right access. For the right work.
AdvisorClient workspace
IdentityAuthenticate
RoleReview permissions
DocumentsDefine access
Match access to responsibility.
02 · Control
Control who sees and does what.
Give each person a role, from advisor to enterprise admin, and turn features like data export on or off per user. Share clients with a team, or limit advisors to their own clients.
OPTIMO
A reason for every allocation.
Risk profileGoalsLiquidityTax sensitivity
Example allocationPortfolio mix
Equity 50%Fixed income 35%Alternatives 15%
Portfolio rationale
Risk-adjusted returns. Liquidity needs. Tax efficiency.
03 · Share
Share models across your firms.
Share a model with another firm in your enterprise as a viewer or subscriber. Their admin accepts it, and you can set it to expire or revoke it at any time.
✳ InvestipalPortfolio monitoring
IPS alerts · today
- DriftPatel householdEquity 71% · IPS band 55–65%Sent to advisor
- StockChen householdSingle stock 14% · Limit 10%Acknowledged
- No IPSRivera householdAccount with no IPS targetNeeds IPS
Checked each business day
04 · Oversee
Review the work from the home office.
Check client emails and texts against your policy before they send. Require approval for proposals, IPS documents and comparisons, and see accounts outside their IPS by advisor and household.
✳ InvestipalFirm controls
Pre-send checks
ALPHA DRAFT · CLIENT EMAIL
Morgan household follow-up
Firm house styleApplied ✓
Required disclosureIncluded ✓
Firm checks3 of 3 passed ✓
Compliance reviewMedium risk To CCO queue
05 · Govern AI
Roll out Alpha with your own rules.
Turn Alpha on, set its house style and the checks every draft has to pass, and set a monthly AI budget per user. See AI spend by firm and by person.
✳ InvestipalFees and advisor payouts
Fee schedule and payouts
Client paymentCollected ✓
Payout planAssigned
Overrides & deductionsIncluded
MONTHLY PAYOUT RUN
Preview → Review → Finalize → Export
06 · Report
Report across every office.
Report net new assets, net new revenue, churn and cohort retention by firm, advisor or household. Run billing for the whole enterprise and export advisor payouts.
STATEMENT TO HOLDINGS
Information, ready to work.
Brokerage statement.pdfSource document
Extracted holdingsReview
US equity45%
Fixed income45%
Cash10%
UploadExtractReviewAnalyze
Example allocation · Review the extracted holdings before analysis.
07 · Connect
Connect your custodians and systems.
Connect Schwab and Altruist feeds, Plaid for held-away accounts, Wealthbox, Salesforce or Redtail and DocuSign once for the whole firm. Use Public API v1 keys scoped by area, with expiry and revocation.
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.
Enterprise wealth management: what firms ask.
What is an enterprise wealth management platform?
It’s the system every advisor and office in the firm uses for client work, with the home office setting the standards. In Investipal that means CRM, proposals, IPS, onboarding, billing, compliance review and Alpha, all working from the templates, models, roles and policies you set centrally.
Can the home office control templates and disclosures?
Yes. Build the firm’s proposal and IPS templates, use conditional sections so the right content appears for each client, and lock what advisors shouldn’t edit. Proposals and policy statements can also require compliance approval.
Can we share model portfolios with affiliated firms?
Yes. Share a model with another organization in your enterprise as a viewer or a subscriber. An admin there accepts the share, you can set an expiry date, and you can revoke access at any time.
How do enterprise firms roll out an AI assistant while the home office controls it?
Turn it on firm-wide and set the rules centrally. In Investipal, admins switch Alpha on, set its instructions, publish skills with checks, add Alpha steps to playbooks and set a monthly AI budget per user. Advisors see the firm’s instructions read-only, and enterprise admins see AI usage by organization.
How do we bring existing clients and accounts over?
Import clients and portfolios from Excel or CSV and review a summary before anything is created. Schwab and Altruist accounts link through the firm’s data feed, one at a time or several at once.
Does Investipal have an API?
Yes. Public API v1 gives your firm keys that act only on the areas granted to them: households, portfolios, securities, proposals, analysis, statement scans and tax transitions, each with read or write access. Investipal issues the keys, and they can expire and be revoked.
What security documentation can we review?
Investipal is SOC 2 Type II certified, and security is documented in the Trust Center. Bring your vendor questionnaire to the demo.
How much does Investipal cost for an enterprise firm?
Pricing is available on request.
AI for wealth management
How Alpha works across a firm and how admins control it.
Wealth management firms
Run intake, proposals, onboarding and billing the same way in every office.
Compliance and governance
Review emails, texts, proposals and accounts from one console.