Lens Store™ - Estate Planning with the Entities Map Lens

Unlimited Documents

API Accessible

All Funds & Portals Supported

Visualize Your Wealth

The Entities Map is the core of the Copia platform and acts as a foundation for every office.

It’s a powerful visualization tool that provides a comprehensive overview of your structure. Resembling a family tree, this interactive map allows you to:

Lay out your wealth from your unique perspective, including LLCs, trusts, and operating companies
Visualize ownership hierarchies and relationships between entities
Access detailed information for each entity, including:
- Associated assets
- Linked accounts
- Related documents
- Key contacts

Effortlessly navigate your wealth, gaining instant insights into your family structure and interrelationships. This bird's-eye view empowers you to make informed decisions and optimize your wealth management strategy.

About Copia

Whether you are managing your own portfolio, running a family office, or overseeing multiple clients, manage your investments in a whole new light by putting your Assets Under Intelligence. Embrace elegance and build a deeper understanding of your portfolio, make more informed decisions about future allocations, and feel confident in both investment and manager performance.

Visit their website →