Get started with Wealthbox + Investipal

Investipal is an AI-enabled wealth management platform that provides advisors with a personalized and efficient investment experience. With the Investipal integration, new leads sourced from advisors’ websites via Investipal’s risk questionnaire widget will automatically be created in Wealthbox, including key information like risk tolerance, investable assets, income, and more. This integration assists advisors during every step of the investment process, from lead generation to portfolio management, ensuring a seamless and efficient workflow.

New leads will automatically be added in Wealthbox with key information like risk tolerance and more included.