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
MyFO is a cloudโnative, fullโstack wealthโmanagement platform tailored for family offices and highโnetโworth individuals, centralizing assets, accounts, documents, and scenario modeling into a single, secure interface. It consolidates financial information and critical contacts, supports AIโdriven data and document analysis and ingestion for alternative assets, and provides intuitive mapping of entities such as trusts, operating companies, and other holdings. It includes a secure document vault and task manager for collaboration, live accounting, and bank integration for realโtime reporting, as well as benchmarking tools alongside comprehensive Scenario Modeling to help evaluate investment outcomes. It features premium, whiteโglove onboarding completed in hours and emphasizes clarity and ease of use with realโtime dashboards and entity mapping for complex ownership structures.
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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
Individuals and family office teams seeking a tool to centralize asset oversight, collaborate on documents, model scenarios, and streamline KYC and compliance
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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 |
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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 InformationMyFO
Founded: 2021
Canada
myfotech.com
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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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