Make wealth management more manageable.

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Copia is for

Family Offices

Streamline your operations, create a deeper connection with your portfolio, and find joy in the journey with Copia as your compass. 

Less data entry,
more insights.

AI-powered document ingestion makes 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.

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.

Know your worth

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

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 for your Family Office

Ready to put your
Assets Under Intelligence™?

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