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Investipal
In one line: Advisor platform from statement scan to risk profile, proposal, IPS, onboarding and billing, with Alpha, an in-app AI agent.
| Best for | RIAs and planners in the U.S. and Canada who want statement-to-proposal-to-onboarding-to-billing in one system |
|---|---|
| Category | Portfolio analytics & proposals |
| Free option | Not confirmed; check vendor site |
| Pricing | Contact vendor · See all plans (as of October 30, 2026) |
| Website | www.investipal.co/ |
| Last checked | October 30, 2026 |
What it does
Investipal describes itself as front- and middle-office software for RIAs and wealth advisors of any size. It reads brokerage statements (PDF, PNG, JPG, XLSX or CSV, or through Plaid) and extracts holdings, transactions and embedded fees with per-cell source citations for advisor review. It scores clients across Portfolio, Behavior and Risk Capacity into a composite risk band the advisor can override with a documented rationale, builds proposed portfolios from the firm's model library, compares current and proposed portfolios (fund look-through, fees, VaR, CVaR, capture ratios), stress tests across 14 historical scenarios and runs Monte Carlo simulations. A drag-and-drop proposal studio adds AI-generated commentary and shares proposals as a white-label client microsite; it also generates investment policy statements with e-signature, moves signed proposals into onboarding and handles AUM, flat, tiered and subscription billing. Client-portal performance reporting connects to Schwab today, with more custodians planned. Alpha, its in-app AI agent, builds proposals end to end, prepares portfolio-review decks before meetings, creates client collateral and extracts client facts from conversations to update the profile, with reusable skills and team playbooks. Investipal lists integrations with Salesforce, Wealthbox, Redtail, GReminders, Vega Minds, PreciseFP, SideDrawer, Elements, Schwab and Altruist, says it is not a custodian and serves firms in the U.S. and Canada, and says outputs are drafts for advisor review.
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Alternatives to Investipal
StratiFi
Firms that want statement-to-proposal workflows plus automated compliance monitoring
Nitrogen
Risk-tolerance conversations and proposals
Kwanti
Prospect proposals from uploaded statements
YourStake
Advisors who want document extraction that autofills account-opening forms
YCharts
Research, charts and model-portfolio proposals
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From the blog
FAQ
What is Investipal?
Advisor platform from statement scan to risk profile, proposal, IPS, onboarding and billing, with Alpha, an in-app AI agent.
Who is Investipal best for?
RIAs and planners in the U.S. and Canada who want statement-to-proposal-to-onboarding-to-billing in one system. It is in our portfolio analytics & proposals category.
How much does Investipal cost?
Investipal doesn't publish prices on its website as of October 30, 2026; contact the vendor for a quote.
What are alternatives to Investipal?
StratiFi, Nitrogen, Kwanti, YourStake, YCharts.