Related Products
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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.
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About
Increase engagement, collaborate with your client's family and professional network, get enterprise-grade security. Recognized by a leading NYC-based fintech consulting firm as the "obvious choice" in organization, given our emphasis on estate planning and a streamlined user experience. Poor document management experience prevents client engagement. Engage clients proactively. Receive notifications on client activity. Be aware of their needs ahead of requests. Staff still collaborate outside of existing portals (using email, cloud drive links, etc.). Save hundreds of hours of unproductive time. Real-time sync with your existing cloud drive storage reduces unproductive admin time. Not sending email with attachments or links reduces compliance and security risk. Clean, easy-to-use, interface reduces client inquiries. Existing portals limit collaboration beyond main client contact. Easy collaboration with third parties. Permission controlled access provides access to the right contacts.
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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 multiโasset portfolios and wealth structures
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Audience
Financial advisors looking to increase engagement and collaborate with their clients
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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 InformationSideDrawer
Founded: 2018
Canada
sidedrawer.com/professionals.html
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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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