Drowning in admin
Prospecting, onboarding, compliance, reporting. There aren't enough hours in the day. Admin work steals time from client relationships.
For financial advisors
Spend less time
on client admin.
Scan statements, create personalized proposals, and onboard clients in one platform. Automate the paperwork so you can spend more time advising clients.
Book a demo ↗Prepared for the Morgan household
Your next chapter.
A considered approach.
Investment recommendationA considered approach.
Trusted by leading advisory firms
Investipal helps independent financial advisors across the United States and Canada handle statement scanning, proposal generation, onboarding, Alpha, and Billing & Payments without adding a disconnected tech stack.
2-3x
More capacity
20+
Hours saved per week
100%
Compliant proposals
A clearer starting point
Client admin fills the working day.
Admin work is stealing time from clients. Growth feels impossible without burning out.
Capacity maxed out
Every new client means less time per client or working nights and weekends. Growing without sacrificing quality or well-being feels impossible.
Compliance stress
IPS documents, AML checks, disclosures, advisory agreements. Staying compliant as a solo is time-consuming and stressful.
Inside the workflow
Manage client work from intake to billing.
Five capabilities that give advisors back 20+ hours per week
From statement to holdings.
Vanguard Total Stock Market✓
iShares Core S&P 500✓
Vanguard Total Bond Market✓
Step 01
Capture Client Data Fast
Extract holdings from a brokerage statement in 30 seconds, then collect goals and preferences through the risk assessment.
A clearer recommendation.
Risk profileFinancial planManual
RetirementBalanced allocation
Existing
Proposed
ExistingProposed
Portfolio comparison→ Proposal
Step 02
10-Minute Professional Proposals
Run analysis, generate recommendations, create branded proposals, all in 10 minutes. Impress prospects with institutional-grade presentations.
Your next chapter.
Review your documents✓
Confirm your details✓
Complete onboarding→
Step 03
Onboard clients through one link
Send one secure link for risk assessment, statements, AML verification and document acceptance. Clients complete it on their own time; you review and approve.
Step 04
Prepare compliance documents
Generate IPS documents, advisory agreements and compliance reports in a few clicks to keep the practice audit-ready.
Step 05
Bill Clients Without Another Tool
Assign AUM, flat, tiered or subscription fees after onboarding. Collect by ACH or card and review history from the client record.
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 Financial Advisors Choose Investipal
Built for independent advisors who want to grow
Serve 2-3x More Clients
Automation frees up 20+ hours per week. Grow the practice without sacrificing service quality.
The work ahead.
In view.
In view.
AttentionItems to review
ActivityRecent client work
PipelineProspect context
INVESTIPAL / YOUR CONNECTED PRACTICE01 / 06
Win More Business
Professional proposals in 10 minutes vs. days. Close deals before competitors respond.
A clearer recommendation.
Risk profileFinancial planManual
RetirementBalanced allocation
Existing
Proposed
ExistingProposed
Portfolio comparison→ Proposal
INVESTIPAL / YOUR CONNECTED PRACTICE02 / 06
Stay Audit-Ready
Automated compliance means always prepared. No more documentation gaps.
RECOMMENDATION DOCUMENTATION
The reasoning behind the recommendation.
Client objectivesRisk profileCosts & fees
Advisor rationale
Recommendation detailsIncluded
DisclosuresFor review
Draft documentationAdvisor review
INVESTIPAL / YOUR CONNECTED PRACTICE03 / 06
Look Like a Big Firm
Branded portals, professional proposals, instant responses. Deliver an enterprise-level experience.
Your next chapter.
Review your documents✓
Confirm your details✓
Complete onboarding→
INVESTIPAL / YOUR CONNECTED PRACTICE04 / 06
Reclaim Your Time
Spend time with clients and family, not drowning in paperwork and data entry.
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
INVESTIPAL / YOUR CONNECTED PRACTICE05 / 06
Grow Profitably
More clients, better margins, sustainable growth, all without the overhead.
INVESTIPAL / YOUR CONNECTED PRACTICE06 / 06
A few things to know.
Is Investipal too complicated for a solo advisor?
Investipal is designed for simplicity. Most advisors are up and running in a few days. The interface is intuitive, and no technical skills are needed. Investipal handles setup and provides training so every advisor feels confident from day one.
How long does it take to get started?
Most advisors are fully operational within 3-5 days. Investipal sets up branding, configures workflows, and provides a training session. The statement scanner and proposal generator are available immediately.
Does Investipal work with any custodian?
Yes. The statement scanner works with 100+ custodians including Schwab, Fidelity, Vanguard, TD Ameritrade, Pershing, and more. Just upload the PDF statement. No direct integration required.
What support is available?
Dedicated support is available via email and chat. Most questions are answered within a few hours. Investipal also provides training resources and documentation to help advisors get the most out of the platform.
What does Investipal cost for an independent advisor?
Investipal offers flexible pricing designed for independent advisors. Contact Investipal for a personalized quote based on practice size and needs. Most solos find the time savings pay for the platform many times over.
Proposal Generation ↗
See how solo advisors go from uploaded statement to client-ready recommendation quickly.
Alpha ↗
Use the in-app agentic assistant to create tasks, answer questions, and keep client work moving.
Billing & Payments ↗
Handle AUM, flat, tiered, and subscription billing in one system as the practice grows.