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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

ORCA is the easiest, fastest, and most intelligent way to manage all your tax, legal, and compliance toโ€‘dos. Import ownership structures and master data from Addepar or Excel in minutes, with additional APIs available on demand. Eliminate clutter and focus on mustโ€‘have information, data, and documents only. Intuitive search lets you find everything in seconds. Automated checks ensure your data is flawless, while autoโ€‘generated structure charts paint clear, relevant pictures at any point in time, past, present, or future. Builtโ€‘in autoโ€‘reporting features guarantee compliance with the Corporate Transparency Act and other regulations. Share important data and documents in seconds via secure links; retrieve information from third parties using automated workflows, and upload only links. Enjoy peace of mind knowing everything is protected by zeroโ€‘trust encryption at all times. ORCAโ€™s zeroโ€‘trust cloud ensures that only you can access your sensitive data.

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

Legal, compliance, and tax professionals in midโ€‘toโ€‘large firms requiring a tool to streamline entity management, reporting and audit-ready documentation

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

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

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

ORCA
Founded: 2017
Switzerland
www.withorca.com

Alternatives

Alternatives

Group Vision Web

Group Vision Web

Askival Systems
Athennian

Athennian

Paper Interactive

Categories

Categories

Integrations

Addepar
Microsoft Excel

Integrations

Addepar
Microsoft Excel
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