<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=6527724&amp;fmt=gif">

Your ally in protecting prosperity.

Schedule a Demo
Copia for Multi-Family Offices

Your strategic partner in preserving and growing multi-generational wealth.

Gain the competitive advantage your firm needs. Craft and implement customized investment strategies that showcase your unique expertise, align with your clients' values, and provide comprehensive portfolio oversight. Copia serves as your intelligent wealth management partner, enhancing your capabilities through cutting-edge technology.

Show don’t tell with
high fidelity reporting.

Your insights and unique point of view are at the forefront. Mobile-first design and automated reporting ensures every touchpoint with your client is exquisite.

Make better
use of your time.

Operationalize your “back office” tasks so you can focus on developing strategies, anticipating client needs, and demonstrating value for the portfolios in your care.

Build relationships,
not reports.

Robust custom metric tracking and automatically generated reports provide your clients with the assurance that their wealth is in the right hands.

Document management.

Advanced AI-powered document processing streamlines portfolio administration and reduces operational complexity. Automatically extract, categorize and analyze key investment data.

RIAs - Feature One

Anytime access

Secure, permissioned access for your team and clients through customized dashboards that deliver the right level of portfolio insight for each stakeholder. Mobile-optimized interface enables seamless viewing across devices.

RIAs - Feature Two

Anticipate and forecast

Stay ahead with sophisticated tracking of capital calls, distributions and portfolio events. Predictive analytics help forecast future allocations and guide strategic portfolio adjustments.

RIAs - Feature Three
"We have been very impressed with Copia’s approach to tracking our investments. The reports are clean and they provide give us a clear picture of our performance, and it's real-time so we can see changes."
headshot-ceo-founder-female
Anonymous Patron

Closed Beta Participant

Copia is for your multi-family office

Ready to put your clients'
Assets Under Intelligence®

Ready to elevate your firm's capabilities with Assets Under Intelligence®? Copia empowers multi-family offices to deliver exceptional client service through advanced portfolio management technology. Schedule a demo today to see how Copia can transform your practice.

Get Started