👋 Welcome!
Thank you for trusting us with your family's wealth data. Our mission is to simplify wealth for allocators managing complex, alternative-heavy portfolios—giving you clarity, control, and confidence across every part of your financial picture.
⁉️ 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.
📍 How To Access Copia
Copia is made up of three primary applications.
- Copia Wealth (Front Office on Desktop)
This is your primary workspace, best for: for reviewing, organizing, onboarding data, and managing your portfolio. Most setup, self-serve onboarding, and day-to-day portfolio management happens here.
→ Access the web app here - Copia 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.
→ Download the app via TestFlight here
→ Watch an exploration video here. - Copia Admin Portal (Back Office)
This is the operational control layer, best for: larger document ingestion management, spreadsheet importing, holdings configuration, and workspace administration. Access is limited to Workspace Admins.
→ Access the back office here.
→ Watch an exploration video here.
🚀 What To Expect During Onboarding
Copia supports both self-serve onboarding and guided onboarding through Copia's client success team or a service partner.
Many workspaces begin with self-serve setup by creating entities, connecting accounts, uploading documents, and organizing portfolio structure directly in the Copia. This approach allows you to move at your own pace and begin seeing value as data is connected and processed.
For more complex portfolios, Copia can help coordinate onboarding support or recommend a trusted service partner to assist with data collection, document processing, and workspace configuration.
If you would like help getting started, contact support and we can guide you to the right onboarding path.
To learn more about self-serve setup, proceed to the Self-Serve Onboarding.
📖 Calculations & Glossary
Copia provides transparency into how financial values are calculated and how key terms are defined across the platform.
You can access the Calculations & Glossary reference at any time from Settings.
Use this resource to understand how Copia computes metrics, as well as standardized definitions for financial terms and system terminology.
🆘 Getting Help or Providing Feedback
Helpful resources are available throughout the Knowledge Base. If you need additional assistance, the Copia team is here to help ensure your workspace is set up correctly and aligned with your goals.
➡️ Next Steps
If you are new to Copia , we recommend following this sequence.
→ Before You Begin: Onboarding Preparation
Prepare your data, credentials, and structure before setup
→ Self-Serve Onboarding
Understand the recommended onboarding flow and setup order
→ Copia Wealth Overview (Front Office)
Learn how to navigate your primary workspace