Access to this section is restricted to Workspace Admins. Please contact support if you require access.
What the Admin Portal Is Used For
While most daily portfolio work happens in the Copia Wealth web app, certain administrative and ingestion tools are only available in the Admin Portal.
Common use cases include:
• Bulk spreadsheet importing• Holdings creation and management
• Document ingestion validation and bulk association editing
• Workspace controls
Changes made here flow through the platform and appear across Copia.
Navigation
Access these specialized management tools through the left navigation menu.
- Office / Workspace 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 Copia Front Office /Desktop Web
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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. Learn more about Spreadsheet Importing.
- 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