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Investipal

Paid#9 of 17 in Client Onboarding Software

Investipal: Broad advisor onboarding suite with CRM sync, compliance steps, and billing workflows. Ranked #9 of 17 in Client Onboarding Software by our editors (7.6/10); pricing: Pricing on request; best for financial advisers onboarding households.

7.6/10Editor score

Visit Investipal

Investipal7.6 Visit Investipal

At a glance

Editor score
7.6 / 10
Pricing
Pricing on request
Best for
Financial advisers onboarding households
Client portal
Yes
Facts checked
24 Sep 2026

Where it wins
- Configurable household checklists cover tasks and required onboarding steps
- KYC/AML, agreements, disclosures, and document vault support compliance workflows
- Syncs with Salesforce, Redtail, Wealthbox, and other listed systems
Where it doesn't
- Pricing requires contacting sales rather than choosing a published plan
- Web deployment may not fit firms seeking native mobile applications
- Broad advisor scope may exceed needs of firms wanting onboarding only

Our verdict on Investipal

Investipal is front- and middle-office software for registered investment advisers, wealth advisers, and wealth management firms. Its workflow spans prospect onboarding through account funding, with statement intake, risk profiling, portfolio construction and comparison, proposals, investment policy statements, e-signature, and billing. For household onboarding, firms can configure checklists, provide a branded client portal and secure link, collect forms and uploads, present agreements and disclosures for acceptance, and store completed records in a client vault. The portal is mobile-optimized and web-based.

Pricing is available on request, so prospective buyers need a sales conversation to evaluate fit and budget. The platform connects with Salesforce, Wealthbox, Redtail, PreciseFP, SideDrawer, Elements, and GReminders, giving advisory practices several CRM and workflow connection points. Billing setup and payment collection are part of the client workflow, while CRM synchronization can reduce duplicate entry between onboarding and relationship-management systems. Firms should map their existing systems against these listed integrations before selecting it.

The standout is breadth within an adviser-specific workflow: onboarding, KYC/AML, agreement acceptance, document storage, AI statement intake, risk profiling, portfolio tools, proposals, and billing are combined in one cloud service. SOC 2 and GDPR compliance are listed, and branding controls, intake forms, document collection, workflow automation, and e-signature support are included in the category capabilities. Investipal suits solo advisers through enterprise firms that want a connected client journey; teams seeking only a lightweight onboarding form tool, or a native mobile app deployment, may prefer a narrower alternative.

Your product? Our editors can test Investipal in depth and publish a review, labelled as paid · from $149/mo →

Investipal pricing

Plans Pricing on requestPaid No free plan — trial or paid only. Prices checked 24 Sep 2026.

See plans on investipal.co

Investipal fact sheet

Free plan	Not verified
Paid from	Not verified
Client portal	Yes
Intake forms	Yes
Document collection	Yes
Workflow automation	Yes
E-signatures	Yes
Portal branding	Yes
Deployment	Cloud
Platforms	Web
Compliance & security	SOC 2, GDPR
Built for	Solo, Small business, Mid-market, Enterprise (editorial estimate)
Integrations	7 integrations: Salesforce, Wealthbox, Redtail, PreciseFP, SideDrawer, Elements … See all →
Pricing	Pricing on request
Website	investipal.co
Facts checked	24 Sep 2026

Investipal integrations

Investipal lists 7 integrations on its own site.

Salesforce
Wealthbox
Redtail
PreciseFP
SideDrawer
Elements
GReminders

See all Investipal integrations →

Alternatives to Investipal

See all Investipal alternatives →

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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Investipal for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.

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Featured on iTechGuides

Investipal is listed in our Client Onboarding Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated 7 Oct 2026 · How we research and update