Investipal

What it does

Investipal empowers everyday investors to construct a purpose built portfolio regardless of your skill level. Complete our custom screening and design a portfolio unique to you. Or, subscribe to your friends and replicate their holdings for yourself.

One platform for statement scanning, proposals, IPS, portfolio construction, onboarding, AI, and billing. Replace 6+ tools with Investipal.

One platform from scanning a statement to delivering a proposal to onboarding a client, plus the reporting, billing, and AI to run the firm around it. Scan a statement, generate a proposal, build the portfolio, onboard the client, send the invoice, without rekeying data or switching tools. Every step connects. Upload a statement, generate the proposal and IPS, optimize the portfolio, and move straight into onboarding, without starting over in a different tool. Upload a supported brokerage statement, review the extracted holdings and account data, and use confirmed information in proposal, IPS, and portfolio workflows. Analyze the current portfolio and prepare an editable proposal and IPS…from investipal.co

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