Navigation Structure
The Back Office provides granular data management capabilities for your wealth portfolio. Its key functions include adding assets, processing documents, importing spreadsheets, and performing detailed administrative tasks.
Access these specialized management tools through the left navigation menu.
- Office Picker - Switch between multiple family offices for institutional clients that require more than one Copia workspace
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Front Office - Direct access to the Front Office web application
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Activity Feed - Monitor changes with detailed timestamps, allowing for the tracking of newly created assets, entities, transactions, and document uploads
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Document Processing - Upload, process, and organize portfolio documents using AI-powered extraction and categorization
- Importing - Bulk import spreadsheet data to create and update accounts, assets, holdings, and transactions
- Inbox - Centralized communication and notification management
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Assets - Create and manage individual assets, associated holdings, and transaction records
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Accounts - Establish and maintain both connected institutional accounts and virtual account structures
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Workflows - Access automated processes and customizable workflow management tools
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Copia Sage - AI-powered assistant for portfolio analysis and strategic insights