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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

Greenlock is an independent wealth oversight platform offering Swiss-based, zero-knowledge architecture and full traceability to enhance transparency and capital efficiency for single- and multi-family offices. It provides comprehensive fee benchmarking and reduction services, performance audits, PE/VC portfolio optimization, real estate monitoring, executive reporting, and core capital risk surveillance. It uncovers hidden costs, including bank, private equity, and hedge fund fees, through advanced analytics and net-of-fee evaluations, empowering wealth owners to make fee-aware decisions. Family offices can generate tailored, automated reports with customizable modules covering risk, return, fees, benchmarks, and non-bank assets. Greenlock integrates with existing systems without selling financial products or managing assets, ensuring fully owner-aligned incentives. It processes over $2โ€ฏbillion in assets and has achieved substantial fee savings for clients.

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

Professional trustees looking for a tool providing independent oversight and optimization of investment fees, performance, and portfolio efficiency

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

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

Copia
Founded: 2021
United States
copiawealthstudios.com

Company Information

Greenlock
Switzerland
www.greenlock.io

Alternatives

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
Assetmax

Assetmax

Fimax AMS

Categories

Categories

Integrations

Microsoft Azure

Integrations

Microsoft Azure
Claim Copia and update features and information
Claim Copia and update features and information
Claim Greenlock and update features and information
Claim Greenlock and update features and information