Overview
What is Investipal?
Investipal's Advisor Co-Pilot is presented as a solution that automates client onboarding, IPS generation, and portfolio management for investment advisors.Client Onboarding: Simplifies client onboarding by having them complete a risk questionnaire. The system automatically assesses their risk tolerance, generating a personalized…
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What is Investipal?
Investipal's Advisor Co-Pilot is presented as a solution that automates client onboarding, IPS generation, and portfolio management for investment advisors. Client Onboarding: Simplifies client onboarding by having them complete a risk questionnaire. The system…
Entry-level set up fee?
- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Competitors
- Tech Details
What is Investipal?
Investipal's Advisor Co-Pilot is presented as a solution that automates client onboarding, IPS generation, and portfolio management for investment advisors.
Client Onboarding: Simplifies client onboarding by having them complete a risk questionnaire. The system automatically assesses their risk tolerance, generating a personalized investment persona.
AI-Powered IPS Generation: Transforms workflows with an AI-enabled Investment Policy Statement (IPS) generator that helps users to craft tailored IPS for each client based on their risk assessment.
Portfolio Construction: Tools to construct, test, and rebalance personalized investment portfolios for each client, empowering portfolio optimization.
Proactive Risk Mitigation: The investment pal provides real-time alerts, allowing the user to take a proactive approach in managing risk and stay ahead of portfolio changes that may adversely impact clients.
Investipal's Advisor Co-Pilot ultimately aims to support smarter, streamlined advisory services.
Investipal Features
- Supported: AI-assisted IPS generation
- Supported: Machine Learning Portfolio Rebalancing
- Supported: Whitelabeled Client Portal
- Supported: Model Portfolio Tracking
- Supported: Portfolio Threat Monitoring
Investipal Competitors
Investipal Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United States, Canada |
