Auria Copia

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Auria:

About

Auria is a modern wealth-management platform built for ultra-high-net-worth families, single-family offices, multi-family offices, and their advisors. It unites essential capabilities, portfolio management, performance reporting, CRM, secure document management, data aggregation, and multi-entity view, into a single, seamless interface, enabling firms to consolidate asset data from public markets, private equity, real estate, art/collectibles, loans, and liabilities, then visualise a holistic β€œfamily view” across generations and entities. The platform’s β€œWealth Blueprint” tool maps complex ownership structures, trusts, and family-owned entities; its reporting engine supports bespoke reports and a configurable client portal; and its CRM and workflow features support notes, tasks, and interactions in one system. Designed to replace spreadsheet-based and fragmented tech stacks, Auria emphasises scalability, clarity, and consolidation of data sources.
Copia:

About

Copia Wealth Studios is a mobile‑first wealth operating system that brings together AI‑powered document ingestion, portfolio aggregation, specialized planning, and operations automation into a unified platform for sophisticated investors, family offices, multi‑family offices, institutions, and registered investment advisors. It integrates data from portals, accounts, and documents for a real‑time, comprehensive view, enabling users to preserve wealth, optimize portfolios, validate decisions, visualize entity and trust structures, forecast capital calls, and streamline workflows. Copia’s suite includes intelligent document processing (extracting data from K‑1s, capital‑call notices, distribution statements, etc.), entity‑map visualization, manager performance benchmarking, automated monthly and ad‑hoc reporting, natural‑language document querying, biometric 2FA, and white‑glove security practices using encryption.
Auria:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Copia:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Auria:

Audience

Family offices, wealth-management firms and advisors wanting a solution to manage complex assets, entities and relationships in one system
Copia:

Audience

Individuals, family offices, and their advisory teams searching for a tool to visualize, analyze, and manage complex multi‑asset portfolios and wealth structures
Auria:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Copia:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Auria:

API

Offers API Not Supported
Copia:

API

Offers API Not Supported
Auria:

Screenshots and Videos

Copia:

Screenshots and Videos

Auria:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Copia:

Pricing

$895 per month
Free Version Supported
Free Trial Not Supported
Auria:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software
Copia:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Auria:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Copia:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Auria:

Company Information

Auria
United States
auriaplatform.com
Copia:

Company Information

Copia
Founded: 2021
United States
copiawealthstudios.com
Auria:

Alternatives

Copia:

Alternatives

Auria:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Copia:
Auria:
Asseta

Asseta

Asseta.ai
Copia:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Auria:
Copia:
Auria:
Copia:
Auria:

Categories

Wealth Management Supported
Copia:

Categories

Family Office Supported
Wealth Management Supported
Auria:

Integrations

No info available.
Copia:

Integrations

No info available.
Auria:
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Claim Auria and update features and information
Copia:
Claim Copia and update features and information
Claim Copia and update features and information