Investipal

Over the past quarter, we focused on making advisors’ workflows smoother and freeing up time for client work. Here’s what’s new on the platform: ✅ Enhanced AI Statement Scanner: Improved performance to handle larger documents with ease. Now, advisors can upload documents up to 100+ pages, expanding the tool’s reach and making it possible to extract data from even the most detailed client records. This means less time on manual data entry and more time for client relationships. ✅ Explainable Portfolio Builder: We’ve developed a proprietary, first-of-its-kind portfolio builder doesn’t just automate asset allocation recommendations—it explains them. This tool takes personalization to a new level by constructing portfolios based on an advisor’s asset universe and aligns them with each client’s risk profile, interests and tax considerations. Unlike traditional “black box” models, it provides clear reasoning behind each recommendation, so advisors can confidently share their decision-making process with clients and relevant stakeholders. ✅ Reg BI Documentation Tool: Meeting regulatory requirements and communicating recommendations effectively are critical components of advisory practice. Our new AI-Generated Best Interest Statements help advisors automatically generate compliant, client-specific documentation that clearly explains why a recommendation aligns with each client’s best interests. Additional Updates: - Enhanced portfolio visuals for clear client conversations - New proposal templates to make customizing proposals easier - Expanded language support to include French and Portuguese These updates are part of our work to help advisors save time, be more productive and build better client relationships. To learn more about these updates, visit https://lnkd.in/gQ8vrhGF To book a demo, visit the link in the comments below. #FinancialAdvisors #AI #ClientEngagement #WealthManagement #Investipal #WealthTech #PortfolioManagement Clifton Schaller Ashley Dudzik

We're thrilled to join ACP as a Resource Partner and to help ACP members spend more time with clients and deliver better outcomes!

Investment Policy Statements provide direction, ensure consistency, and protect both you and your clients. Without an IPS, there’s a risk of misalignment, compliance issues, and client dissatisfaction. The challenge? Keeping these documents current can be time-consuming. AI-powered tools are changing that. Learn how automation can simplify IPS management, keeping your practice efficient and compliant: https://lnkd.in/gQVrMHBt #wealthmanagement #wealthtech #AI #automation #InvestmentPolicyStatement #compliance Clifton Schaller Ashley Dudzik

Personalization can boost client satisfaction by 30% and revenues by almost 15%. Here's how firms are leveraging AI to deliver personalization at scale. #wealthmanagement #wealthtech #AI #personalization Clifton Schaller Ashley Dudzik

70% of clients say that personalization is a key factor in selecting an advisor. The challenge is delivering this at scale. That's the future. #wealthtech #wealthmanagement #AI #personalization

Effective lead generation begins with a solid foundation. We've outlined some of the fundamentals necessary for growth. Are you incorporating these principles into your growth strategy? #growth #marketing #RIA #financialadvisor #wealthtech Clifton Schaller Ashley Dudzik

AI may be a buzzword, but it is driving real efficiencies in key areas. And it's just getting started. #AI #wealthtech #financialadvisors

Regulation Best Interest (Reg BI) compliance is getting tougher, with rising fines and enforcement from regulators. But AI is helping advisors manage this challenge—and turn it into an opportunity. By automating documentation and compliance tasks, AI frees up time for advisors to build trust, offer personalized advice, and focus on client relationships. #wealthtech #AI #compliance #regbi #automation #financialadvisors #clienttrust

We are thrilled to announce the new appointments of Clifton Schaller, Ashley Dudzik, and Matthew Sweeney to the Investipal Advisory Board! Each of these accomplished leaders brings decades of experience and a deep commitment to helping clients achieve their financial goals. Their decision to join Investipal is a strong testament to the innovative solutions we're delivering to wealth management professionals. Clifton, Ashley, and Matthew will play key roles in shaping our future, as we continue to empower advisors with cutting-edge tools that streamline processes and drive growth. Welcome aboard! Together, we’re building the future of wealth management. #Investipal #AdvisorGrowth #Leadership #WealthManagement

AI in financial advisory is often limited to tasks like note-taking and meeting transcription, but its potential goes far beyond that. Automating portfolio data extraction and analysis is one emerging use-case that can save advisors time, reduce errors, and improve client outcomes. As AI expands into more of the advisor workflow, it’s worth considering how it can streamline even the most manual tasks. #wealthtech #AI #portfolioanalysis #financialadvisors #automation #clientexperience