Signature
$6,550 / Month
Deep integrations and institutional-grade functionality. Designed for institutions requiring direct data pipelines and custom development.
- Unlimited Everything
- Custom Support
- Multi-office & Team
- Dedicated developer and client success resources
- Custom development teams
"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
Entities Map Lens
Deal Spaces
Portfolio Value Lens
Capital Calls Lens
Deepseek R1
K-1 Tracker Lens
SecureMailbox
Distributions Lens †
1099 Lens †
Liabilities Lens
Balances & Flows Lens
SageAI Lens
Managers View
Contacts View
Target Allocation Lens
Income by Asset Class Lens
Net Worth Statement Lens
Illiquid Breakdown Lens
Investor Portal Automation
Spreadsheet Importing
Performance & Metrics Lens
Benchmarks Lens
Correlations Lens
Alternative Performance Lens
Automated Monthly Reports Lens
Custom Support Packaging
Multi-office / Team Support
Back Office
Categories View
Strategies View
Direct Connects
Full Historical Imports
Workflows †
Cash Forecasting Lens †
Deal Sharing View †
Liquidity Management †
Valuations Lens †