Less Admin. More Planning.
Stop spending hours on data entry and compliance paperwork. Extract holdings from any statement, generate IPS documents and proposals, and optimize retirement income with liquidity bucketing, so planners can focus on financial planning conversations.
Trusted by advisory firms across North America
Investment Management Steals Planning Time
Portfolio construction, compliance docs, and data entry take time from what planners do best.
Modeling retirement income with liquidity bucketing takes hours in spreadsheets. Time better spent on planning conversations.
IPS documents, disclosures, and proposal creation take hours of manual work for every client.
Held-away assets and PDF statements require re-keying. Planning can't start until all data is entered.
How Financial Planners Use Investipal
Five capabilities that streamline investment management so planners can focus on planning
Capture Client Data Fast
Upload brokerage statements, and AI extracts every holding, allocation, and cost basis in 30 seconds. Send risk assessments that capture spending needs and goals. No manual data entry.
Build Proposals in 10 Minutes
AI analyzes portfolios, writes compelling narratives, and generates professional charts. Deliver branded proposals with liquidity analysis and IPS documentation in minutes, not hours, then use Alpha to help keep advisor follow-up moving.
Streamlined Client Onboarding
Send one secure link. Clients complete risk assessment, upload statements, verify identity, and sign documents on their own time. The advisor just reviews and approves.
Goal-Based Portfolio Construction & Compliance
Input spending needs by year and model allocations with time-horizon bucketing. Near-term income in stable assets, long-term growth compounding. IPS documents are generated in a few clicks, and billing workflows stay connected to the planning record.
Connect Planning Work to Billing
After the plan is accepted and onboarding is complete, assign the right fee schedule, collect by ACH or card, and report on billing by advisor, payment rail, and fee type.
Why Financial Planners Choose Investipal
Built for planners who want to focus on planning
Model spending needs and allocations with liquidity bucketing. 90% faster than spreadsheets.
IPS documents and disclosures generated automatically from portfolio data. No manual form-filling.
AI scans statements in 30 seconds. No more re-keying holdings from PDFs.
Complete proposals in 10 minutes instead of days. Professional deliverables that win business.
Automate portfolio construction, data entry, and compliance documentation. Focus on clients, not admin.
Faster turnaround and professional deliverables create a premium experience clients love.
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
How does goal-based portfolio construction work?
Input spending needs by year throughout retirement. The AI automatically organizes assets into time-horizon buckets: stable assets for near-term spending (0-3 years), balanced strategies for medium-term (3-10 years), and growth assets for long-term. Advisors can customize or accept as-is.
Can advisors override the AI's recommendations?
Yes, absolutely. Advisors have full control to adjust allocations, change securities, or modify the strategy. The liquidity bucketing tool models scenarios based on advisor inputs, and the advisor makes all final decisions.
How does statement scanning work?
Upload a PDF brokerage statement, and Investipal AI extracts every holding, allocation, and cost basis in about 30 seconds. No manual data entry required. Works with Schwab, Fidelity, Vanguard, and 100+ custodians.
What compliance documents does Investipal generate?
Investipal generates IPS (Investment Policy Statements) from the risk assessment and portfolio analysis. Documents are pre-filled with client data, portfolio details, and disclosures. Review, customize if needed, and send to clients. They tap accept and signatures are captured automatically.
Does Investipal integrate with major CRMs and custodians?
Yes. Investipal integrates with major custodians (Schwab, Fidelity, Pershing, etc.) and CRMs (Salesforce, Redtail, Wealthbox). The statement scanner works with any custodian. Just upload the PDF.
Focus on Planning, Not Portfolios
See how financial planners automate investment management