Wealth, simplified.

Designed for investors and advisors with robust portfolios and alternative assets. Evaluate investment performance, understand where to optimize and measure new strategies, and bring all your investments into clear view.

Turn down the noise and put wealth to work. 

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Copia Product Lineup

Embrace elegance, build a deeper understanding

Robust reporting capabilities, elegant dashboards, and purpose-built portfolio lenses help you remain confident in the face of changing market landscapes. Always be prepared to seize opportunities, and adequately evaluate risk—all from one unified login.

Portfolio Value
Portfolio Value
Graph your market value and Net Investment.
Cap Calls
Capital Calls
Map upcoming capital calls and actively adjust expectations.
Entity Map
Entity Map
Your entity structure and ownership details for each.
Correlations
Correlations
Chart your assets’ correlation to selectable benchmarks and filter by asset class.
K-1 Tracker
K-1 Tracker
A single location to access, organize and summarize the receipt status and totals for all your K-1s.
Income
Income
Chart historical income across asset classes.
Comparables
Comparables
Compare your portfolio allocations to several industry allocations.
Illiquid
Illiquid Breakdown
Tracks your illiquid assets and performance details for each.
Liabilities
Liabilities
Track outstanding liabilities and associated details.
Benchmarks
Benchmarks
Compare the performance of your portfolio against benchmarks

Solutions for modern wealth owners

Put your Assets Under Intelligence™ and better understand your portfolio decisions, then leverage robust APIs to get even more out of your data.

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Your portfolio, faster

AI-powered document ingestion makes ongoing management of your investments less painful. Spend more time making critical decisions and less time updating spreadsheets.

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Expanding & extensible

Build your own custom lenses then publish them to the Lens Store™ or keep them private and secure for use in your office or institution.

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Private & secure

Our team has spent decades building hardened encryption systems for governments, enterprises, and FinTechs. Dual-layer, symmetrical/asymmetrical encryption keeps your data safe.

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Features

Map Entities

Visualize your entire legal structure and family tree.
Map Entities

Track Alternatives

Track your alts including real estate, VC, and crypto.
Track Alternatives

Capital Calls

Organize your capital call windows to manage cashflow.
Capital Calls

Account Connections

Connect your bank accounts and investor portals.
Account Connections

Document Intelligence

Use natural language to ask questions in your statements.
Document Intelligence

Real Estate

Visualize your real estate with interactive maps. 
Real Estate

Manager Reporting

Benchmark managers & firms, segment further with asset tags.
Manager Reporting

Biometric 2FA

Enterprise-grade security keeps documents and data secure.
Biometric 2FA

AI/ML Data Ingestion

Extract data & values from many common document types.
AI/ML Data Ingestion

Notifications

Get real time alerts about important activity.
Notifications

Lens API

Develop your own lenses using data from everywhere.
Lens API

Performance Reporting

Metrics that matter including NetIRR, TWR, and TVPI
Performance Reporting
Our Patrons

Trusted with over 11,000 alternative investments

From the recently liquid, to the CEO turned allocator, our clients come from all walks of life and are really into alternative investing.

“Copia has exceeded my expectations and changed how I manage my wealth, giving me a wide view of my portfolio and the helps me make data-driven decisions.”
Testimonial Two
Anonymous Patron
“I was initially hesitant, given my experience with other systems that failed to meet my needs. However, I was pleasantly surprised by Copia which has helped me streamline our operations.”
Testimonial Three
Anonymous Patron
“I have tried many tools, but I have yet to come close to the sophistication and flexibility offered by Copia.”
Testimonial One
Anonymous Patron
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Preserve and grow your wealth with Copia.

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