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
MyFO is a cloudβnative, fullβstack wealthβmanagement platform tailored for family offices and highβnetβworth individuals, centralizing assets, accounts, documents, and scenario modeling into a single, secure interface. It consolidates financial information and critical contacts, supports AIβdriven 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 realβtime reporting, as well as benchmarking tools alongside comprehensive Scenario Modeling to help evaluate investment outcomes. It features premium, whiteβglove onboarding completed in hours and emphasizes clarity and ease of use with realβtime dashboards and entity mapping for complex ownership structures.
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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
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
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
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
No information available.
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
Not Supported
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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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