Client Acquisition for RIAs

Convert more prospects with automated intake, brokerage statement scanning, and proposal generation.

Pain and status quo

Prospects bounce when onboarding drags. Manual forms, PDF statement re-keying, and scattered tools slow time-to-value and kill momentum.

Workflow with Investipal

• Digital intake captures risk and goals and flows into your proposal.
• Brokerage statement scanning turns PDFs into holdings instantly—no manual entry.
• Proposal generation assembles side-by-side comparisons and IPS/Reg BI docs.

Proof

• 10–15 minutes from statement upload to proposal draft.
• Reduced errors vs. manual re-keying.

Call to action

Book a demo to see this workflow on your data.