Investment Portals

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:

1. Copia generates a Letter of Authorization
2. Signatories receive the document via DocuSign
3. Signed document is automatically forwarded to the fund manager
4. 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.