+
+

Related Products

  • ND Wallet
    14 Ratings
    Visit Website
  • Wallester
    270 Ratings
    Visit Website
  • Building Logistics
    186 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • Gr4vy
    6 Ratings
    Visit Website
  • CXT Software
    70 Ratings
    Visit Website
  • FreshBooks
    5,508 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • RealCISO
    223 Ratings
    Visit Website
  • Forethought
    166 Ratings
    Visit Website

About

Build unique digital experiences powered by real-time financial data and insights. Access a write-once read-many data feed of all major custodians, plus leverage plug-and-play white-labeled capabilities for billing, reporting, and more. Create new distribution channels and unlock your firm’s true growth potential. Streamline back-office operations with aggregated portfolio management, automated reporting, and simple fee billing. As the industry’s only completely API-first, multi-custodial software and data aggregation platform built by developers, for developers, BridgeFT’s WealthTech API streamlines your development and consistently matures with the latest technology. WealthTech-as-a-service platform offers a single, open API to trade-ready, multi-custodial data, advanced analytics, and mission-critical applications. Multi-custodial held away assets and 3rd party application data aggregation.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial institutions and investment advisors requiring a solution to deliver better, data-driven outcomes for their clients

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$895 per month
Free Version
Free Trial

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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BridgeFT
United States
www.bridgeft.com

Company Information

Copia
Founded: 2021
United States
copiawealthstudios.com

Alternatives

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
Assetmax

Assetmax

Fimax AMS

Categories

Categories

Integrations

Plaid

Integrations

Plaid
Claim BridgeFT and update features and information
Claim BridgeFT and update features and information
Claim Copia and update features and information
Claim Copia and update features and information