Investment Portal connections allow Copia to automatically gather documents from your investment portals, fund managers, and brokerages.
What You'll Need
- Fund or investment account details
- Signatory information for authorization
- Fund manager's contact information
Step-by-Step Setup Process
1. Navigate to Portal Connection Setup
- Go to the 'Accounts & Connections' page
- Click 'Add Account'
- Select 'Connect to a Portal'
2. Complete the Connection Form
Enter the following required information:
- Fund Name: The name of the fund or investment account
- Entity Name: Select your family office or relevant sub-entity
- Signatory Details: Information for the person authorized to grant portal access
- Fund Manager Information: Name and email address of the fund manager
3. Authorization Process
After submitting the form:
- Copia generates a Letter of Authorization
- Signatories receive the document via DocuSign
- Signed document is automatically forwarded to the fund manager
- Fund manager grants portal access to Copia
4. Automated Document Collection
Once access is granted:
- Copia begins collecting documents daily
- AI processes each document automatically
- Extracted data is integrated into your dashboard
- Information is updated across your office views
Best Practices
- Ensure signatory information is accurate to avoid delays
- Double-check manager contact details
- Set up connections for all active portals to maximize automation
- Monitor the connection status in the Accounts & Connections page
Troubleshooting
If your connection isn't working as expected:
- Verify that the Letter of Authorization has been signed by all parties
- Confirm the fund manager has processed the access request
- Check your connection status in the Accounts & Connections page
Need additional help? Contact our support team using the question mark icon in the top-right corner of your dashboard.