Getting Started
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      #ReadMe

      A brief overview of Copia. If nothing else, read me first.

      👋 Welcome!

      Welcome to Copia! Thank you for entrusted us with your family's data. We're on a mission to simplify wealth for allocators with complex, alternative heavy portfolios, just like you.

      ⁉️ What is Copia?

      Copia is a wealth management platform built for wealth owners and their families. It was designed from the ground up to support mobile, and intentionally puts the wealth owner at the centre of the decision making process, regardless of who is involved in your investment decisions.

      📍 Where can you use Copia today?

      There are three main systems. The Front Office is available as web and mobile applications (iOS only). The Back Office is available as a web application. The Developer ecosystem is available only by invitation.

      1. Front Office Web Application. The web app is run from a browser and primarily focuses on the desktop experience. It marries the usability of the mobile application with the rich data administration capabilities of the admin portal.
      2. Front Office iOS Application. The mobile app works on both iPhone and iPad, primarily used for reporting and editing on the go. Think about the mobile app as the rollup of the entire portfolio, where contemplation and review happens, along with some lite-duty editing and maintenance. 📺 Watch an exploration video here.
      3. Back Office Admin Portal. The admin portal is the central hub for managing data and administering the portfolio. 📺 Watch an exploration video here.

      🔗 How do I access Copia?

      Mobile / iOS App

      Download the app via TestFlight here

      Front Office Web App

      Access the web app here

      Back Office Web App

      Access the back office here.

      🧱 What is the current state of Copia?

      The front office apps on the web and mobile are at feature parity. The platform's core capabilities can be self-administered. You can create accounts, connect to institutions, process documents with machine learning, manage assets/managers/entities, and import/manage transactional data from both the front and back office applications.

      📅 How is Copia going to evolve?

      The team is working to build out the data-management phase of self-service, including the ability to import data from spreadsheets, investor portals, and connected accounts. Our focus over the next 12 months is primarily on this effort, polishing existing functionality and striving for feature parity across all platforms.

      🏦 How will Copia's pricing change over time?

      As we expand the core offering, the platform's price will increase. This will include new lenses, portfolio management tools, workflow process management, etc.

      🗣️ How can I provide feedback and feature requests?

      Email us support@copiawealthstudios.com

      🆘 I need help. What should I do?