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Copia for Institutions & RIAs

Deliver exceptional experiences for your clients and partners.

The RIA platform to increase adoption across teams and customers by leveraging technology. Strengthen partnerships up and downstream with world-class reporting. 

Team analytics
and insights

Robust auditing engine and enterprise dashboards give relevant insights into team performance, activity and status.

Advanced user
access controls

Grant access to individual contributors or entire teams. Revoke permissions and track edits.

Early client
warning signs

Watch for engagement spikes or slips. Understand what is driving client adoption to make decisions.

Take control of all the capital calls.

Never be caught off guard again by rogue capital calls. Plan ahead and anticipate future calls, and easily mark them as issued.  

Institutions - Feature One

Understand asset performance .

Report on the composition of all of your clients’ assets and their associated classes, tags, and performance. Benchmark across all asset classic. 

Institutions - Feature Two

Track and process K-1 documents

Collect all your clients' tax documents in one secure location. Automatically ingest data and provide rollups for easy accounting.

Institutions - Feature Three
"I have been building out more of the holistic functionality on the app such as trust doc uploads on entity map, roles for the entity map, intrafamily loans, etc. We're very happy and super excited with what we have built so far! You have a wonderful team and are really building something special together."
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Anonymous Patron

Multi-generational Family Office

Copia for Institutions & RIAs

Put your
Assets Under Intelligence™.

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