PriceMetrix

PriceMetrix

McKinsey & Company
+
+

Related Products

  • Sage Intacct
    8,776 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Nexo
    18,666 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • RemotePeople
    493 Ratings
    Visit Website
  • Filejet
    52 Ratings
    Visit Website
  • InEight
    136 Ratings
    Visit Website
  • MobiOffice
    15,505 Ratings
    Visit Website
  • Premier Construction Software
    404 Ratings
    Visit Website
  • Rent Manager
    1,036 Ratings
    Visit Website

About

Copia Wealth Studios is a mobile‑first wealth operating system that brings together AI‑powered document ingestion, portfolio aggregation, specialized planning, and operations automation into a unified platform for sophisticated investors, family offices, multi‑family offices, institutions, and registered investment advisors. It integrates data from portals, accounts, and documents for a real‑time, comprehensive view, enabling users to preserve wealth, optimize portfolios, validate decisions, visualize entity and trust structures, forecast capital calls, and streamline workflows. Copia’s suite includes intelligent document processing (extracting data from K‑1s, capital‑call notices, distribution statements, etc.), entity‑map visualization, manager performance benchmarking, automated monthly and ad‑hoc reporting, natural‑language document querying, biometric 2FA, and white‑glove security practices using encryption.

About

Data-driven insights for wealth management advisors and executives. PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world’s largest retail wealth-management dataset. PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice.

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

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

Audience

Individuals, family offices, and their advisory teams searching for a tool to visualize, analyze, and manage complex multi‑asset portfolios and wealth structures

Audience

Wealth management advisors and executives

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$895 per month
Free Version Supported
Free Trial Not Supported

Pricing

$25000.00/month
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Copia
Founded: 2021
United States
copiawealthstudios.com

Company Information

McKinsey & Company
Founded: 1926
United States
www.pricemetrix.com

Alternatives

Alternatives

Summit

Summit

Summit Wealth Systems
MoneyWare

MoneyWare

Miles Software (EbixCash)
VestmarkONE

VestmarkONE

Vestmark
BITA Risk

BITA Risk

corfinancial
MoneyWare

MoneyWare

Miles Software (EbixCash)
enVisual360

enVisual360

enSynergy Professional Services

Categories

Family Office Supported
Wealth Management Supported

Categories

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Not Supported
Risk Management Not Supported

Integrations

Coral Not Supported
Sidekicker Not Supported

Integrations

Coral Supported
Sidekicker Supported
Claim Copia and update features and information
Claim Copia and update features and information
Claim PriceMetrix and update features and information
Claim PriceMetrix and update features and information