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
Limina's investment management software helps everyone on your team, from portfolio managers to investment operations, save valuable time with smooth workflows & smart automation. Smooth workflows and strong automation capabilities help you get your work done quickly. Flexible dashboard & portfolio views with 300+ measures, look-through, and benchmark comparison. Smooth order raising & rebalance workflows for one or multiple portfolios at once. Accessible anywhere via web and mobile with minimal IT footprint, frequent managed upgrades, and dedicated client support, Limina is designed to reduce manual work, improve data trust, and scale investment operations efficiently. Limina offers exception-based workflows and strong automation that eliminate routine tasks and notify users only when issues occur. It supports flexible multiβasset portfolios and order management with dashboard views, order-raising, and rebalancing across multiple portfolios.
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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
Investment managers, hedge funds, and asset owners looking for a tool to ensure data trust and manage their multi-asset portfolio
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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
$3,250 per month
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 InformationLimina
Founded: 2014
Sweden
www.limina.com
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Categories |
Categories |
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Integrations
Microsoft Excel
Not Supported
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