Investipal
Serving Clients Nationwide
Become 90% more efficient & grow your book.
Service Provider Categories
- Client Engagement
- Compliance
- Investments
- Other
Overview
Our AI-driven platform helps you automate data gathering, win and onboard clients, build and manage portfolios, and stay compliant - without overpaying for multiple, disparate systems. It's easier to grow your book with Investipal.Services Provided
- Other
- Technology Tools
What to expect in the first meeting
Chat with an expert to find out how you can win more business and automate your sales and back-office processes.What We Offer
- AI Statement Parser
- AI IPS Generator
- AI Reg BI Generator
- Client Acquisition (Risk assessment, Portfolio analysis, Proposals)
- Portfolio & Risk Management (Correlation Matrix, Backtesting, Rebalancing, Drift Alerts, and More)
Special Offer
Financial Advisors: Join Wealthtender today to grow your business and unlock valuable discounts from our industry partners.
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