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Copia for Multi-Family Offices

The new competitive edge.

Build and execute bespoke strategies that showcase your firms’ unique insights, reflect your client's values, and consider the whole picture. Copia is your trusted wealth management aide-de-camp. 

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.

AI-powered document ingestion makes ongoing management of your portfolios less painful. 

RIAs - Feature One

Anytime access

For you and your clients. Custom and tailored lenses provide the correct amount of detail for everyone.

RIAs - Feature Two

Anticipate and forecast

Stay informed and track capital calls and upcoming events to help forecast future allocations and portfolio shifts.  

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."
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Copia is for your multi-family office

Ready to put your clients'
Assets Under Intelligence®

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