Scale the Firm Faster
Manual data entry, slow onboarding, and hours spent on proposals cap firm growth. Investipal automates the work that holds teams back, so advisors can take on more clients with the existing team.
Trusted by advisory firms across North America
Challenges Wealth Management Firms Face
Manual work caps capacity. Scaling without standardization creates risk.
Re-keying holdings from statements, building spreadsheets, manually creating proposals. The work that should take minutes takes hours, for every single prospect.
Taking on 10 more clients means hiring another ops person. Margins shrink with every new hire, and leadership spends more time managing staff than serving clients.
IPS documents, AML verification, advisory agreements, disclosure forms. Staying audit-ready takes time away from business development and client service.
Every advisor creates their own proposals, edits templates differently, and compliance can't review everything before it goes out. Inconsistent client experience and hidden liability.
How Wealth Management Firms Use Investipal
Five capabilities that replace manual work and keep growth workflows connected
Capture Prospect Data in 30 Seconds
Upload any brokerage statement (Schwab, Fidelity, Vanguard, Morgan Stanley) and AI extracts every holding instantly. Send risk assessments that capture goals and preferences. No more re-keying.
Generate Proposals in 10 Minutes
AI analyzes portfolios, writes compelling narratives, and generates professional charts. Deliver branded proposals with IPS and compliance docs in minutes, then use Alpha to keep the next workflow steps moving inside the same system.
Faster Client Onboarding
Send one secure link. Clients complete risk assessment, upload statements, verify identity, sign documents, and open accounts, all in one session. What took 3 weeks now takes days.
Standardize, Control & Stay Compliant
Share models with controlled permissions. Route proposals through compliance before they go out. Lock sections while allowing customization elsewhere. Role-based access, audit trails, drift monitoring, and Billing & Payments keep operations connected as the firm scales.
Run Billing & Payments From the Same Operating Layer
Configure AUM, flat, tiered, and subscription fees after the client is onboarded. Collect by ACH or card, review client billing history, and give admins reporting by advisor, payment rail, and fee type.
Why Wealth Management Firms Choose Investipal
Built for firms that want to scale efficiently
Handle 2-3x more clients with the existing team. Automation eliminates the admin bottleneck that caps growth.
10-minute proposals instead of 3 hours. Professional, branded deliverables that win business.
IPS documents, AML verification, advisory agreements, generated in a few clicks. Always compliant.
Approval workflows, role-based access, and locked templates ensure consistency across the team.
Reduce operational costs while growing AUM. More revenue per advisor without the overhead.
Branded portals, professional proposals, instant responses. Deliver an experience clients remember.
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 long does it take to get a wealth management firm set up?
Most wealth management firms are fully operational within 1-2 weeks. Investipal handles branding setup, workflow configuration, and team training. A dedicated onboarding specialist ensures everything is configured for the firm's specific processes before go-live.
Does Investipal integrate with existing custodians and CRMs?
Yes. Investipal integrates with major custodians (Schwab, Fidelity, Pershing, TD Ameritrade) and CRMs (Salesforce, Redtail, Wealthbox). The statement scanner works with 100+ custodians even without direct integration. Just upload the PDF.
What size firm is Investipal built for?
Investipal works for wealth management firms from $50M to $5B+ AUM. Independent advisors use it to scale their practice. Larger firms use it to standardize workflows across teams and reduce operational overhead. The platform scales with firm growth.
How does Investipal help with compliance?
Generate IPS documents from risk assessments in a few clicks. Built-in AML/KYC verification with ID scanning and OFAC checks. Clients tap accept on advisory agreements and disclosures. Signatures captured automatically. All documentation is stored and organized for audits.
Is client data secure?
Investipal is SOC 2 Type II certified with 256-bit AES encryption. Investipal never sells or shares client data. Firms maintain complete ownership of all client information. Security practices meet or exceed SEC requirements for wealth management firms.
See How Wealth Management Firms Use Investipal
Get a personalized walkthrough for firm workflows