Investipal

Investipal is an AI-enabled portfolio management solution that lets advisors automate investment policy statements and personalized portfolios for each of their clients on a centralized interface. The platform allows finance professionals to manage personalization and engagement for clients through a unified client portal. This white-labeled portal updates clients in real-time on their performance and lets advisors share important updates with their clients directly in-app and through email. Additionally, Investipal also helps handle portfolio risk detection by proactively flagging portfolios and holding risk that skews beyond the client's risk tolerance so it can be mitigated before impacting them.