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Intelligent Family Office Software

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Copia is

Software for managing family wealth.

Family office software designed to streamline your operations and create a deeper connection with your portfolio.

Less data entry,
more insights.

AI-powered wealth management software for family offices makes document ingestion and ongoing management of investments less painful. Spend more time making critical decisions and less time uploading and reviewing documents.

Bring your assets
into focus.

Finally visualize all your ownership structure with the Entity Map. Bring your allocations to life by organizing all your disparate allocations, trusts, assets, and their respective managers using our investment management software for family offices.

Keep track of performance,
not passwords.

Get a holistic view of your entire portfolio with one login. Easily benchmark asset performance, quickly deploy new strategies, and make informed decisions about the future of your wealth with our portfolio management software for family offices.

Know your worth

Family office management solutions that help you see the value of all your assets from one dashboard. Act with confidence by leveraging metrics that matter including IRR, TWR, and net investment.

Family Offices - Feature One

Accurate data, actionable insights

Family office software designed to benchmark the performance of advisors, managers and strategies to help you make more informed decisions.

Family Offices - Feature Two

Forecast with ease

Get actionable insights delivered to your dashboard: track capital calls and upcoming events to help forecast future allocations and portfolio shifts.

Family Offices - Feature Three
“I have been using Copia for a few months and am incredibly impressed with its features and performance. The platform lets me view all investments, assets, and personal and business finances quickly and securely. The software provides various tools and reports that help me track and analyze my asset portfolio, such as asset allocation, risk assessment, performance evaluation, optimization, etc.”
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The Moss Family

Single Family Office

Copia is the leading family office software solution.

Ready to put your
Assets Under Intelligence®?

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