Related Products
|
||||||
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.
|
About
Providing wealth managers and their clients the powerful, secure, affordable wealth management software that is fit for the future. Dive into a suite of tools that transform complex tasks into intuitive experiences, making every interaction a step towards financial brilliance. Performativ is helping clients across the full spectrum of the wealth management sector. Performativ provides a comprehensive front-to-back wealth management solution with robust technology capabilities. Performativ offers seamless custodian integrations, reducing operational costs while enhancing overall efficiency. Performativ simplifies managing a large client base with intuitive portfolio management, saving time on routine tasks. Advisors can create reports according to their specific requirements, enhancing communication and satisfaction for their clients.
|
|||||
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 multiโasset portfolios and wealth structures
|
Audience
Businesses interested in a secure Wealth Management software
|
|||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationCopia
Founded: 2021
United States
copiawealthstudios.com
|
Company InformationPerformativ
Denmark
www.performativ.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
Integrations
Bloomberg
Salesforce
|
||||||
|
|
|