With Investipal, advisors can automate the entire process, from crafting Investment Policy Statements to creating personalized portfolios for each client, all within minutes.

Why Choose Investipal?

• AI-Powered automation: Streamline your workflow with our cutting-edge AI technology, allowing you to automate tasks ranging from Investment Policy Statements to crafting personalized portfolios.
• Client-centric approach: In today's dynamic market, clients crave personalization and engagement. Investipal's client portal, complete with whitelabeling options, delivers a seamless and personalized experience. Keep your clients informed and engaged with real-time updates on their portfolio performance.
• Interactive Client Portal: Our client portal is a game-changer, offering real-time updates on portfolio performance. Advisors can effortlessly share crucial updates directly through the app or via email, ensuring clients stay informed and engaged.
• Risk Mitigation: Investipal's portfolio risk detection goes beyond the ordinary. Our cutting-edge technology proactively identifies potential risks in portfolios and holdings that may surpass a client's risk tolerance. Take corrective actions before issues impact your clients, ensuring a secure and optimized investment strategy.

Invest in Tomorrow with Investipal
Elevate your advisory services with Investipal's AI-enabled portfolio management solution. Embrace the future of investment management and stay ahead of the curve. Investipal - Your Partner in Building Successful Futures.