Signature
$6,550 / Month
For multi-family office and RIAs who need deep integrations and institutional-grade functionality. Designed for offices working with multiple institutions or requiring direct data pipelines.
- Unlimited Everything
- Custom Support
- Multi-office & Team
- Includes dedicated developer and client success support
- Custom development support
"I have been using the Copia platform for a few months and am incredibly impressed with its features and performance."
CEO
Single Family Office
"The Copia team cares for their clients like they are family, from day one through active status and beyond; you genuinely feel that support."
Chief of Staff
Single Family Office
"When you spend decades in this industry, you know when you’ve found something special. What you guys are building is great; it’s going to revolutionize the space."
CEO
Asset Management Firm
Features
Core
Clarity
Panorama
Signature
Document Storage
Assets View
Portfolio Value Lens
Deepseek R1
Investor Portal Automation
Entities Map Lens
Capital Calls Lens
K-1 Tracker Lens
1099 Lens †
SecureMailbox
Distributions Lens †
Liabilities Lens
SageAI Lens
Spreadsheet Importing
Balances & Flows Lens
Net Worth Statement Lens
Managers View
Contacts View
Income by Asset Class Lens
Target Allocation Lens
Illiquid Breakdown Lens
Performance & Metrics Lens
Benchmarks Lens
Correlations Lens
Alternative Performance Lens
Automated Monthly Reports Lens
Back Office
Multi-office / Team Support
Strategies View
Custom Support Packaging
Institutional Connections
Full Historical Imports
Workflows View
Cash Forecasting Lens †
Deal Sharing View †
Liquidity Management †
Valuations Lens †
Deal Diligence †