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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

Hemonto is a Danish FinTech founded in 2006 that delivers independent, consolidated wealth reporting through a digital platform and expert advisory team. With oversight of overโ€ฏUSDโ€ฏ55โ€ฏbillion and management of assets exceeding USDโ€ฏ10โ€ฏmillion per client, it processes hundreds of thousands of transactions annually to generate reliable, reconciled accounts, performance summaries, risk analytics, ESG reporting, private equity overviews, and extended monitoring, all in one customizable interface. As a 100โ€ฏ% independent advisor, Hemonto aggregates data across custodians, banks, portfolios, currencies, and asset classes, enforces objective quality controls, and flags any deviations from agreements to ensure transparency, timeliness, and compliance. Its dynamic reporting dashboard, available via web and mobile, supports a tailored wealth oversight experience, direct data access via BI tools, and a dedicated team to guide reporting setup and ongoing management.

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

Family offices and institutional investors requiring a solution to manage complex, multi-asset 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

Free
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

Hemonto
Founded: 2006
Denmark
www.hemonto.com

Alternatives

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
Assetmax

Assetmax

Fimax AMS
BITA Risk

BITA Risk

corfinancial
M2Advisor

M2Advisor

M2Wealth

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Copia and update features and information
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