---
description: Get detailed information about Investipal usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra Israel.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Investipal Price, Reviews & Ratings - Capterra Israel 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Investipal](/software/1051524/investipal)

# Investipal

Canonical: https://www.capterra.co.il/software/1051524/investipal

> Front- and middle-office software for RIAs: statement intake, risk, portfolios, proposals, IPS, onboarding, billing, and Alpha AI.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Investipal?

Independent RIAs, financial advisors, and mid-to-large wealth management firms; hybrid advisors working with broker-dealers; firms modernizing statement intake, proposal, and onboarding workflows.

## About the vendor

- **Company**: Investipal

## Commercial Context

- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- Benchmarking
- Bonds/Stocks
- Client Management
- Client Portal
- Compliance Tracking
- Financial Analysis
- Financial Management Software
- For Financial Institutions
- Forecasting
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Portfolio Rebalancing
- Reporting/Analytics
- Risk Management Software

## Integrations (5 total)

- Greminders
- PreciseFP
- Redtail CRM
- Salesforce Platform
- Wealthbox

## Support Options

- Email/Help Desk
- Knowledge Base Software

## Category

- [Investment Management Software](https://www.capterra.co.il/directory/20010/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.capterra.co.il/directory/20010/investment-management/software)
- [Financial Services Software](https://www.capterra.co.il/directory/31123/financial-services/software)

## Alternatives

1. [Backstop](https://www.capterra.co.il/software/169054/backstop) — 4.3/5 (46 reviews)
2. [Morningstar Direct](https://www.capterra.co.il/software/1074481/Morningstar-Direct) — 4.1/5 (252 reviews)
3. [Agicap](https://www.capterra.co.il/software/196637/agicap) — 4.3/5 (161 reviews)
4. [Creatio CRM](https://www.capterra.co.il/software/130149/bpm-online-crm) — 4.7/5 (150 reviews)
5. [Mint](https://www.capterra.co.il/software/213530/mint) — 4.5/5 (140 reviews)

## Links

- [View on Capterra](https://www.capterra.co.il/software/1051524/investipal)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10011200/Investipal/> |
| en-AE | <https://www.capterra.ae/software/1051524/investipal> |
| en-AU | <https://www.capterra.com.au/software/1051524/investipal> |
| en-CA | <https://www.capterra.ca/software/1051524/investipal> |
| en-GB | <https://www.capterra.co.uk/software/1051524/investipal> |
| en-IE | <https://www.capterra.ie/software/1051524/investipal> |
| en-IL | <https://www.capterra.co.il/software/1051524/investipal> |
| en-IN | <https://www.capterra.in/software/1051524/investipal> |
| en-NZ | <https://www.capterra.co.nz/software/1051524/investipal> |
| en-SG | <https://www.capterra.com.sg/software/1051524/investipal> |
| en-ZA | <https://www.capterra.co.za/software/1051524/investipal> |

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