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Lens Store™ / Lenses / WealthAI

Card - WealthGPT
Planning, Analysis

WealthAI

Interactive AI for Deeply Personal Portfolio Insights

Unlock deep, actionable intelligence from your investment data with conversational AI. Save these prompts for later, share reports with your stakeholders, and update your library over time.

The WealthAI lens is included for Clarity, Panorama and Signature clients.

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Screenshots

Unlimited Documents
API Accessible
All Funds & Portals Supported

Transform Your Investment Analysis with WealthAI

WealthAI revolutionizes the way ultra-high-net-worth investors, family offices, RIAs, and private wealth institutions interact with their data. Leveraging the most advanced models, WealthAI provides immediate, insightful answers to your most complex investment questions.

Tap into your whole portfolio—capital calls, investment policy statements, shareholder reports, investor summaries, and transactional records—to gain a fresh view of your wealth. Whether you're assessing which real estate investments have outperformed over the past five years, identifying alternative asset classes with minimal correlation to the S&P 500, or evaluating the tax efficiency of your entities, WealthAI delivers data-driven insights specific to you and your office.

Experience analysis driven by natural conversation and transform information into actionable 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 →

Have an idea for a lens?

We're building the system of record for assets and we call it the WealthOS™. If you have an idea or solution we'll help you build and serve the most sophisticated investors on the planet.

Get in touch.

Related Lenses

Card - Entities Map
Card - Net Worth

The Entities Map and Net Worth lenses are key pieces in understanding your portfolio and allocations.

The Learning Curve

LLMs & Wealth: Writing Portfolio Friendly Prompts
learning-curve-wealthgpt1

LLMs & Wealth: Writing Portfolio Friendly Prompts

Staying ahead of the curve means leveraging technologies that can distill data into insights.

The Future of Wealth Management: AI and Beyond
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The Future of Wealth Management: AI and Beyond

Technology is reshaping industries at an unprecedented pace; wealth management is no different. 

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