Overview
Alpha is the in-app AI agent inside Investipal's front- and middle-office platform for RIAs and wealth advisors. Because it runs inside the system that already ingested the client's brokerage statements, risk profile, portfolios and proposals, it acts on native data rather than a scraped copy - advisors ask it for information on prospects, client and portfolios, or to do tasks like run analyses, build proposals, assist with onboarding, prep for meetings and to open or complete various client tasks on their behalf. Alpha also reviews the advisor's own work before it reaches a client, flagging inconsistencies between a draft proposal and meeting notes and sanity-checking client details ahead of a meeting.
