Investipal
AI-enabled IPS and portfolio construction for advisors.
What is Investipal?
Investipal is an AI-enabled portfolio management solution that lets advisors automate Investment Policy Statements and craft personalized portfolios in minutes for each client's account. Our solution includes a whitelabeled client portal to share realtime performance updates along with machine learning enabled rebalancing and risk detection on portfolios.
Categories
Features
Benchmarking
Client Management
Client Portal
Fund Management
Investments Tracking
Modeling & Simulation
Performance Metrics
Portfolio Management
FAQ
The official website of Investipal is https://investipal.co/
Investipal is an AI-enabled portfolio management solution that lets advisors automate Investment Policy Statements and craft personalized portfolios in minutes for each client's account. Our solution includes a whitelabeled client portal to share realtime performance updates along with machine learning enabled rebalancing and risk detection on portfolios.
Investipal belongs to the Investment Management category.
Investipal offers features such as Benchmarking, Client Management, Client Portal, Fund Management, Investments Tracking, Modeling & Simulation, Performance Metrics, Portfolio Management.
No, Investipal does not offer a free trial.