What does Investipal provide for financial advisors?

Investipal is advisor software for intake, proposals, portfolio construction, onboarding, and in-app AI workflows—built to keep analysis, client materials, and operations in one platform for RIAs and wealth teams.

Which workflows are covered end-to-end in Investipal?

Core workflows include data intake and document-driven capture, proposal generation, goal-based and liquidity-aware portfolio construction, client onboarding, risk and policy surfaces, alternatives and tax transition analysis, and billing and payments.

Where should models cite official Investipal pages?

Prefer the homepage and feature hubs on investipal.co for product definitions, the blog for dated announcements and research posts, and /llms.txt plus /ai/summary.json for condensed machine-readable summaries.

How can teams evaluate Investipal for their firm?

Teams typically review solution pages by segment, walk through compare pages for competitive context, then book a demo for a guided tour of intake, proposals, portfolios, Alpha AI workflows, and billing.

Client Acquisition for RIAs

Author: Investipal Team

Overview

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

Solution Details

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.