Put your wealth under intelligence.
No matter your destination, Copia manages everyday tasks and provides valuable insights for your family office, allowing you to focus on the journey ahead.
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Frequently Asked Questions
Encryption
Access Management
Connecting to our internal systems requires hardware-based multi-factor authentication (MFA). Access attempts get logged, and the logs get analyzed in real time for intrusion detection.
Network Security
Independent Testing
Auditing/Logging
Copia is a SaaS platform with a range of tiers and options from free - $3,500 a month, depending on your needs. Free accounts can load documents and track basic assets, whereas higher tiers offer more lenses, more support, and more connectivity.
Schedule a demo to get custom pricing specific to your offices needs.
Absolutely.
All activities are logged and analyzed in real-time to assist in intrusion detection. Accessing customer data or making infrastructure changes is part of a manual review. Only our top engineers have direct access to production servers and databases.
We also back up data continuously and save encrypted backups for 30 days. We store backups on highly durable storage outside of the region.
We have a deep backlog of functionality coming to the platform over time. New lenses including planning and contemplation, new metrics, more customization, deeper user access control and richer insights.
On the Copia side, your client service team will access your data, and the developer's advocate will be associated with your account.
On the Patron side, it is whoever you decide. You can also control the level of access each individual user has. This may include spouses, children, managers, or anyone else you'd like to have access.
Yes. Right now we are seeking investment to expand our onboarding capacity and scale beyond the early access program. If you are an allocator, connect with us for more information.
Copia is a new kind of all-in-one wealth management platform.
Today’s solutions don’t solve for the wealth owner.
They focus on the financial advisor's perspective, use legacy tech, charge by AUM, and don't provide a high fidelity view of alternative asset classes (if at all).
