IMiX

IMiX

Investment Software Group
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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

IMiX is a comprehensive front-to-back wealth management platform designed to help financial institutions manage the entire investment management lifecycle from a single cloud-based solution. The platform supports multi-currency, multi-asset, and multi-tenant operations while providing real-time connectivity across investment and client management processes. It offers digital client onboarding capabilities with customizable workflows, KYC and AML checks, and lifecycle management tools that streamline client acquisition and servicing. IMiX includes portfolio management, rebalancing, trade order management, compliance monitoring, performance measurement, and reporting functionalities. The platform also supports taxation, transaction processing, settlement management, reconciliation, and corporate action handling to improve operational efficiency.

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

Wealth management firms, investment managers, financial advisors, private banks, asset management companies, and financial institutions seeking a comprehensive platform for investment operations, portfolio management, compliance, and client lifecycle management

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

No images available

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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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

Investment Software Group
Founded: 2008
United Kingdom
www.investmentsoftwareltd.com/imix

Alternatives

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Third Financial

Third Financial

Third Financial Software
Pacer

Pacer

SS&C Technologies

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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