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AI-powered risk analysis dashboard showing client risk tolerance, portfolio vs. behavior alignment, asset breakdown, and sector exposure with actionable insights for advisors.
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End-to-end proposal workflow with customizable templates—from client details through portfolio simulation to branded, ready-to-present investment proposals in minutes.
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Secure client portal with guided onboarding checklist—risk questionnaire, household details, e-signatures, and disclosure documents—all in one compliant, white-labeled experience.
Product Description
About this Product
- Intake client data in seconds
- Generate artifacts like proposals and Investment Policy Statements in minutes
- Automate client onboarding and portfolio design
About Investipal
Founded to address the operational bottlenecks facing RIAs and independent advisors, Investipal combines advanced AI capabilities with deep industry knowledge to deliver a solution that improves efficiency, enhances compliance, and helps advisors scale their business. Our technology automates the time-consuming process of analyzing client portfolios, identifying suitable investment recommendations, and generating professional, compliance-ready proposals. By reducing manual work that typically takes hours down to minutes, Investipal enables advisors to focus on what matters most—building client relationships and growing their practice. Whether you're a solo practitioner or a growing advisory firm, Investipal provides the automation infrastructure to compete effectively in today's market.
Product Details
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.