Investipal

Investipal is an AI‑powered wealth management platform built for financial advisors, RIAs, and planners, headquartered in Toronto, Canada. Launched in 2022, Investipal’s mission is to automate and streamline time‑consuming back‑office work for advisory firms by unifying onboarding, portfolio construction, proposal generation, and compliance into a single system. Unlike traditional multi‑tool stacks, Investipal lets advisors upload any brokerage statement — including Schwab, Vanguard, Fidelity, and even handwritten PDFs — and uses AI to extract holdings and cost basis instantly. Its AI‑driven proposal and IPS documentation generators significantly cut down manual work, often enabling complete proposals in under ten minutes. The platform also supports advanced features like alternatives modeling, tax transition analysis, annuity & insurance modeling, and liquidity optimization. Onboarding is simplified through a secure client portal that includes risk assessments, AML verification, and built‑in e‑signature tools. Investipal’s integrations with tools like Salesforce, Wealthbox, SideDrawer, PreciseFP, and Redtail help advisors fit it into existing tech stacks. Its focus on compliance documentation, time savings, and AI‑enabled personalization makes it valuable for firms striving to scale while maintaining high client service quality.