Manual data entry
Re-keying holdings from statements, building spreadsheets, manually creating proposals. The work that should take minutes takes hours, for every single prospect.
For wealth management firms
Serve more clients
with your team.
Standardize client intake, proposals, and onboarding across your firm. Give advisors shared workflows while keeping permissions, billing, and oversight in one platform.
Book a demo ↗Your next chapter.
Review your documents✓
Confirm your details✓
Complete onboarding→
Trusted by leading advisory firms
Investipal helps wealth management firms across the United States and Canada run data intake, proposal generation, portfolio construction, onboarding, Alpha, and Billing & Payments on one platform.
10x
Faster onboarding
95%
Less manual work
50+
Firms using Investipal
A clearer starting point
Manual work limits your firm’s capacity.
Manual work caps capacity. Scaling without standardization creates risk.
Scaling bottleneck
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.
Compliance burden
IPS documents, AML verification, advisory agreements, disclosure forms. Staying audit-ready takes time away from business development and client service.
No standardization
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.
Inside the workflow
Standardize the work across your firm.
Five capabilities that replace manual work and keep growth workflows connected
From statement to holdings.
Vanguard Total Stock Market✓
iShares Core S&P 500✓
Vanguard Total Bond Market✓
Step 01
Capture Prospect Data in 30 Seconds
Extract holdings from brokerage statements in 30 seconds. Collect client goals and preferences through the risk assessment.
A clearer recommendation.
Risk profileFinancial planManual
RetirementBalanced allocation
Existing
Proposed
ExistingProposed
Portfolio comparison→ Proposal
Step 02
Generate Proposals in 10 Minutes
Generate branded proposals with portfolio analysis, AI-written narratives, charts and IPS documentation in 10 minutes.
Your next chapter.
Review your documents✓
Confirm your details✓
Complete onboarding→
Step 03
Faster Client Onboarding
Send one secure link for risk assessment, statements, identity verification, signatures and account opening. Reduce onboarding from weeks to days.
Step 04
Standardize documents and oversight
Share models with controlled permissions, route proposals for compliance review and lock standard sections. Keep role-based access, audit trails and drift monitoring in place as the firm grows.
Step 05
Manage Billing Across the Firm
Configure AUM, flat, tiered and subscription fees. Collect by ACH or card and review client billing history, with firm reporting by advisor, payment method and fee type.
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 Wealth Management Firms Choose Investipal
Built for firms that want to scale efficiently
Handle More Clients
Handle 2-3x more clients with the existing team. Automation eliminates the admin bottleneck that caps growth.
The work ahead.
In view.
In view.
AttentionItems to review
ActivityRecent client work
PipelineProspect context
INVESTIPAL / YOUR CONNECTED PRACTICE01 / 06
Close Deals 3x Faster
10-minute proposals instead of 3 hours. Professional, branded deliverables that win business.
A clearer recommendation.
Risk profileFinancial planManual
RetirementBalanced allocation
Existing
Proposed
ExistingProposed
Portfolio comparison→ Proposal
INVESTIPAL / YOUR CONNECTED PRACTICE02 / 06
Stay Audit-Ready
IPS documents, AML verification, advisory agreements, generated in a few clicks. Always compliant.
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
Enterprise Controls
Approval workflows, role-based access, and locked templates ensure consistency across the team.
ACCESS REVIEW
The right access. For the right work.
AdvisorClient workspace
IdentityAuthenticate
RoleReview permissions
DocumentsDefine access
Match access to responsibility.
INVESTIPAL / YOUR CONNECTED PRACTICE04 / 06
Better Margins
Reduce operational costs while growing AUM. More revenue per advisor without the overhead.
INVESTIPAL / YOUR CONNECTED PRACTICE05 / 06
Premium Client Experience
Branded portals, professional proposals, instant responses. Deliver an experience clients remember.
Your next chapter.
Review your documents✓
Confirm your details✓
Complete onboarding→
INVESTIPAL / YOUR CONNECTED PRACTICE06 / 06
A few things 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.
Alpha
Keep advisor workflow execution, task creation, and follow-through inside Investipal.
Billing & Payments
Run AUM, flat, tiered, and subscription billing with ACH or card collection, client billing history, and admin reporting.