Investipal Overview

Investipal is a sophisticated investment management software designed to streamline portfolio management, track financial assets, and optimize investment strategies. This platform offers tools for risk assessment, performance analysis, and asset allocation, helping financial advisors and individual investors make data-driven decisions. Investipal provides real-time market data, customizable dashboards, and powerful analytics that enable users to monitor their investments effectively. The software also includes scenario analysis and forecasting tools, allowing investors to predict market trends and adjust their portfolios accordingly. With its secure cloud-based system, Investipal ensures that sensitive financial data is protected, while enabling users to access their information from anywhere. Ideal for wealth managers, investment firms, and independent investors, Investipal combines ease of use with robust functionality, making it an invaluable tool for maximizing returns and managing financial assets with precision.

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Contact Details

  • Vendor Name Investipal
  • Founded
  • Location United States

Support

  • Email Email

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Investment Management, Real Estate, Venture Capital

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Investipal Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Investipal Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Investipal FAQs

Investipal is a sophisticated investment management software designed to streamline portfolio management, track financial assets, and optimize investment strategies. This platform offers tools for risk assessment, performance analysis, and asset allocation, helping financial advisors and individual investors make data-driven decisions. Investipal provides real-time market data, customizable dashboards, and powerful analytics that enable users to monitor their investments effectively. The software also includes scenario analysis and forecasting tools, allowing investors to predict market trends and adjust their portfolios accordingly. With its secure cloud-based system, Investipal ensures that sensitive financial data is protected, while enabling users to access their information from anywhere. Ideal for wealth managers, investment firms, and independent investors, Investipal combines ease of use with robust functionality, making it an invaluable tool for maximizing returns and managing financial assets with precision.

  • No, Investipal does not offer a free version.

  • Yes, Investipal offers a free trial.

  • No, Credit Card details are not required for the Investipal trial.

  • No, Investipal does not offer an API.

  • Investipal offers support with the following options:
    • Email

  • Investipal supports the following languages:
    • English

  • Following are the typical users of the Investipal:
    • Self-Employed , Small-Business , Midsize-Business

  • Investipal supports the following deployment:
    • Cloud Hosted

  • Investipal supports the following devices and operating systems:
    • Web-Based