Investipal review
Broad advisor onboarding suite with CRM sync, compliance steps, and billing workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Investipal pros and cons
- 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
Investipal fact sheet, pricing and score →
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