Investipal is an AI‑driven platform that automates the full advisory workflow, extracting holdings from custodian statements, generating compliant investment policy statements and branded proposals, and handling client onboarding and billing within a single interface. By linking OCR, AI‑generated narratives, KYC/AML checks, and a unified billing engine, it eliminates manual data entry and tool switching, allowing wealth‑management firms to deliver proposals and onboard clients in a day while scaling practice operations.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors spend extensive time manually entering client data, creating proposals, drafting compliance documents, and handling billing across multiple disconnected tools, which slows client onboarding and reduces capacity to serve prospects.
Solution
Investipal provides an integrated AI‑driven platform that automates the entire advisory workflow—from extracting holdings from any custodian statement, generating compliant investment policy statements and branded proposals, to onboarding clients and managing billing. The system uses OCR and AI to parse documents in seconds, auto‑writes narrative content, and creates risk analyses and charts without manual copy‑pasting. All steps are linked within a single interface, eliminating re‑keying and tool switching. Advisors can deliver proposals the same day, onboard clients in one day, and run billing and reporting from the same dashboard, freeing time for client interaction and scaling the practice.
Target Audience
Investipal is designed for registered investment advisory firms and wealth‑management teams that need to streamline data intake, proposal creation, client onboarding, and billing within a single compliant platform.
Features
- OCR‑based statement scanner that extracts holdings, tax lots, and cost basis from PDFs of 100+ custodians in ~30 seconds with 99 % accuracy
- AI‑generated investment policy statements and proposal narratives in 2–10 minutes, including custom branding and compliance documentation
- Integrated client onboarding portal with configurable KYC/AML checklists, e‑signatures, and secure document vault
- Real‑time AI‑driven prospect monitoring that triggers alerts and auto‑creates personalized follow‑up commentary
- Unified billing engine supporting AUM, flat, tiered, and subscription fees with ACH, card, or investment‑account collection and firm‑wide reporting
- Seamless integrations with leading CRMs and document‑management tools (e.g., Salesforce, Wealthbox, Redtail, SideDrawer, PreciseFP)