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About

Copia Wealth Studios is a mobileโ€‘first wealth operating system that brings together AIโ€‘powered document ingestion, portfolio aggregation, specialized planning, and operations automation into a unified platform for sophisticated investors, family offices, multiโ€‘family offices, institutions, and registered investment advisors. It integrates data from portals, accounts, and documents for a realโ€‘time, comprehensive view, enabling users to preserve wealth, optimize portfolios, validate decisions, visualize entity and trust structures, forecast capital calls, and streamline workflows. Copiaโ€™s suite includes intelligent document processing (extracting data from Kโ€‘1s, capitalโ€‘call notices, distribution statements, etc.), entityโ€‘map visualization, manager performance benchmarking, automated monthly and adโ€‘hoc reporting, naturalโ€‘language document querying, biometric 2FA, and whiteโ€‘glove security practices using encryption.

About

Hatcherโ€ฏ+โ€ฏFAAST(Fundsโ€‘Asโ€‘aโ€‘Service Technology) is an awardโ€‘winning, AIโ€‘powered, endโ€‘toโ€‘end digital operating system designed for family offices, venture capital, private equity firms, fund administrators, accelerators, angel networks, and university research groups. It streamlines the full investment lifecycleโ€”including global deal origination, AI/MLโ€‘driven opportunity analysis on a database of over 500,000 startups, automated deal scoring, and Natural Language Processingโ€“enhanced scouting. FAAST enables fast, fully compliant fund creation in minutes via its FundBuilder module, complete with automated legal document generation, eโ€‘signatures, and data room uploads. It supports multiโ€‘asset administration, realโ€‘time NAV and portfolio accounting, secure blockchainโ€‘verified data, KYC/eโ€‘onboarding, and roleโ€‘based access. It offers customizable whiteโ€‘label branding, multiโ€‘currency and multiโ€‘language support, multiple accounting standards, and precise reporting.

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

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

Audience

Established family offices or VC/PE firms looking for a solution providing fund setup, administration, and reporting across global portfolios

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

$895 per month
Free Version
Free Trial

Pricing

No information available.
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

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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

Copia
Founded: 2021
United States
copiawealthstudios.com

Company Information

FAAST
Founded: 2016
Singapore
faast.hatcher.com

Alternatives

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
FundCount

FundCount

FundCount Americas

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Copia and update features and information
Claim Copia and update features and information
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Claim FAAST and update features and information