Related Products
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About
Copia Wealth Studios is a mobileโfirst wealth operating system that brings together AIโpowered document ingestion, portfolio aggregation, specialized planning, and operations automation into a unified platform for sophisticated investors, family offices, multiโfamily offices, institutions, and registered investment advisors. It integrates data from portals, accounts, and documents for a realโtime, comprehensive view, enabling users to preserve wealth, optimize portfolios, validate decisions, visualize entity and trust structures, forecast capital calls, and streamline workflows. Copiaโs suite includes intelligent document processing (extracting data from Kโ1s, capitalโcall notices, distribution statements, etc.), entityโmap visualization, manager performance benchmarking, automated monthly and adโhoc reporting, naturalโlanguage document querying, biometric 2FA, and whiteโglove security practices using encryption.
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About
Hatcherโฏ+โฏFAAST(FundsโAsโaโService Technology) is an awardโwinning, AIโpowered, endโtoโend 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 lifecycleโincluding global deal origination, AI/MLโdriven opportunity analysis on a database of over 500,000 startups, automated deal scoring, and Natural Language Processingโenhanced scouting. FAAST enables fast, fully compliant fund creation in minutes via its FundBuilder module, complete with automated legal document generation, eโsignatures, and data room uploads. It supports multiโasset administration, realโtime NAV and portfolio accounting, secure blockchainโverified data, KYC/eโonboarding, and roleโbased access. It offers customizable whiteโlabel branding, multiโcurrency and multiโlanguage support, multiple accounting standards, and precise reporting.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Individuals, family offices, and their advisory teams searching for a tool to visualize, analyze, and manage complex multiโasset 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
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$895 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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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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Alternatives |
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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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