Run a Bigger Practice Without Extra Staff
Independence means freedom—not drowning in admin. Automate statement scanning, proposal generation, and compliance to serve 2-3x more clients without working nights and weekends.
Trusted by advisory firms across North America
Challenges Financial Advisors Face
Admin work is stealing time from clients. Growth feels impossible without burning out.
Prospecting, onboarding, compliance, reporting—there aren't enough hours in the day. Admin work steals time from client relationships.
Every new client means less time per client or working nights and weekends. Growing without sacrificing quality or well-being feels impossible.
IPS documents, AML checks, disclosures, advisory agreements—staying compliant as a solo is time-consuming and stressful.
How Financial Advisors Use Investipal
Five capabilities that give advisors back 20+ hours per week
Capture Client Data Fast
Upload any brokerage statement and AI extracts every holding in 30 seconds. Send risk assessments that capture goals and preferences. No more manual data entry or back-and-forth emails.
10-Minute Professional Proposals
Run analysis, generate recommendations, create branded proposals—all in 10 minutes. Impress prospects with institutional-grade presentations.
One-Link Client Onboarding
Send one secure link. Clients complete risk assessment, statement upload, AML verification, and document acceptance on their own time. Tap accept, signatures captured automatically. Advisors just review and approve, while Alpha helps keep follow-up work organized inside Investipal.
Automated Compliance
Generate IPS documents, advisory agreements, and compliance reports in a few clicks. Stay audit-ready without the stress, and use Billing & Payments to keep the business side of the practice visible.
Bill Clients Without Another Tool
When a client is onboarded, assign AUM, flat, tiered, or subscription fees, collect by ACH or card, and review billing history from the same client workflow.
Why Financial Advisors Choose Investipal
Built for independent advisors who want to grow
Automation frees up 20+ hours per week. Grow the practice without sacrificing service quality.
Professional proposals in 10 minutes vs. days. Close deals before competitors respond.
Automated compliance means always prepared. No more documentation gaps.
Branded portals, professional proposals, instant responses—deliver an enterprise-level experience.
Spend time with clients and family—not drowning in paperwork and data entry.
More clients, better margins, sustainable growth—all without the overhead.
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
Get 20+ Hours Back Every Week
See how financial advisors grow their practices without burning out