Investipal
HQ Address
333 Bay St, Suite 3400, Toronto, ON M5H2S7, Canada
Website Address
Business introduction
AI for financial advisors streamlining proposals
Automate client onboarding, portfolio construction across all asset classes, and compliance documentation in one seamless platform. Most advisors complete proposals in under 10 minutes
Who we are
Our story started on the trading floor at an investment bank. Having worked as a Quant and ETF research analyst, our co-founder, Cameron Howe, was asked by friends and advisors alike: What should I invest in? While a simple question, it warrants a complex answer as everyone has unique constraints, interests, goals. Cameron recognized the need for a tool that empowers investors of all skill levels to confidently invest on their own. And from there, Investipal was born.
Our mission
Helping advisors build more personal relationships
Investipal believes that artificial intelligence is not a replacement for an advisor, but an enabler that lets you access a deeper level of personalization with clients that has not been possible due to scale challenges.
Our mission is to provide advisors with the support that enables advisors to unlock deeper levels of personalization with their clients. We're doing this by applying AI in areas best suited for it: portfolio management, onboarding and compliance - leaving you the time to grow your practice.
Investipal Solutions
Investipal for Advisors
Easy Onboarding - Get up and running in minutes Thousands of Securities - Get access to over 10,000 North American stocks and ETFs Strong Security - Keep your money with your existing brokerages. No moving funds required Advanced Analytics - Get in-depth insights into how your portfolio is constructed to manage risk Smart Integrations - Tie into your......
business needs
view solutionInvestipal for Everyday Investors
Portfolio Builder - Leverage our stock portfolio builder or ETF portfolio builder for your unique portfolio Thousands of Securities - Get access to over 10,000 North American stocks and ETFs Strong Security - Keep your money with your existing brokerages. No moving funds required. Advanced Analytics - Get in-depth portfolio insights to better manage risk Collaboration - Find pre-built......
