milissa.gravois
Acronym
Investipal
Product ID
Investipal
Logo
Description
Investipal is an AI-powered platform designed to help financial advisors streamline client intake, proposals, investment policy statements, and onboarding workflows. The platform integrates directly with major custodians and CRM systems, allowing advisors to pull client data seamlessly and maintain a consistent workflow without switching between tools.
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Details
- 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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Details
- 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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Details
- Secure client portal with guided onboarding checklist—risk questionnaire, household details, e-signatures, and disclosure documents—all in one compliant, white-labeled experience.
Features
- Intake client data in seconds
- Generate artifacts like proposals and Investment Policy Statements in minutes
- Automate client onboarding and portfolio design
Vendors
Management Style
Schwab Products
Section
Solution