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
ORCA is the easiest, fastest, and most intelligent way to manage all your tax, legal, and compliance toβdos. Import ownership structures and master data from Addepar or Excel in minutes, with additional APIs available on demand. Eliminate clutter and focus on mustβhave information, data, and documents only. Intuitive search lets you find everything in seconds. Automated checks ensure your data is flawless, while autoβgenerated structure charts paint clear, relevant pictures at any point in time, past, present, or future. Builtβin autoβreporting 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 zeroβtrust encryption at all times. ORCAβs zeroβtrust cloud ensures that only you can access your sensitive data.
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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 multiβasset portfolios and wealth structures
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Audience
Legal, compliance, and tax professionals in midβtoβlarge firms requiring a tool to streamline entity management, reporting and audit-ready documentation
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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 |
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 InformationORCA
Founded: 2017
Switzerland
www.withorca.com
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Categories |
Categories |
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Integrations
Addepar
Microsoft Excel
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