Related Products
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About
Copia Wealth Studios is a mobileβfirst wealth operating system that brings together AIβpowered document ingestion, portfolio aggregation, specialized planning, and operations automation into a unified platform for sophisticated investors, family offices, multiβfamily offices, institutions, and registered investment advisors. It integrates data from portals, accounts, and documents for a realβtime, comprehensive view, enabling users to preserve wealth, optimize portfolios, validate decisions, visualize entity and trust structures, forecast capital calls, and streamline workflows. Copiaβs suite includes intelligent document processing (extracting data from Kβ1s, capitalβcall notices, distribution statements, etc.), entityβmap visualization, manager performance benchmarking, automated monthly and adβhoc reporting, naturalβlanguage document querying, biometric 2FA, and whiteβglove security practices using encryption.
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About
Hatcherβ―+β―FAAST(FundsβAsβaβService Technology) is an awardβwinning, AIβpowered, endβtoβend 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 lifecycleβincluding global deal origination, AI/MLβdriven opportunity analysis on a database of over 500,000 startups, automated deal scoring, and Natural Language Processingβenhanced scouting. FAAST enables fast, fully compliant fund creation in minutes via its FundBuilder module, complete with automated legal document generation, eβsignatures, and data room uploads. It supports multiβasset administration, realβtime NAV and portfolio accounting, secure blockchainβverified data, KYC/eβonboarding, and roleβbased access. It offers customizable whiteβlabel branding, multiβcurrency and multiβlanguage support, multiple accounting standards, and precise reporting.
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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
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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
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Audience
Individuals, family offices, and their advisory teams searching for a tool to visualize, analyze, and manage complex multiβasset portfolios and wealth structures
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Audience
Established family offices or VC/PE firms looking for a solution providing fund setup, administration, and reporting across global portfolios
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$895 per month
Free Version
Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationCopia
Founded: 2021
United States
copiawealthstudios.com
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Company InformationFAAST
Founded: 2016
Singapore
faast.hatcher.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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