CFO Family Reporting vs Copia Wealth Studios

You are looking for alternatives to CFO Family Reporting. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

CFO Family Reporting

Reporting

USA based company, CFO Family is an independent back-office reporting service that leverages third-party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors.

Copia Wealth Studios

Portfolio Management

Copia Wealth Studios is a mobile-first platform for the modern wealth owner, providing their customers with the data needed whenever they need it. Custom and tailored lenses provide the correct detail for everyone: from the key decision-makers to those who only need to be kept in the loop.

Employees

0-10

Revenue

Founded

2021

Incorporated

Locations

United States of America

Top 5 Markets

Total AUM

Avg. AUM per client

Ownership

Owned by management

11–50

2021

Owned by management
Key staff also have ownership
Clients are also owners
External investors (neither clients nor staff)

United States of America

Hong Kong
Switzerland
United Arab Emirates
United Kingdom
United States of America

Client

Focus

Individual wealth owners
Single-family offices
Multi-family offices

Secondary focus

Banks
Endowments
Foundations
Investment & Financial Advisors (RIAs/IFAs)
Multi-family offices
Pensions
Software and technology providers

Individual wealth owners

Single-family offices
Multi-family offices
Independent financial advisors
Registered investment advisors
Fund managers
Banks

Product

Main Tasks

Holistic View of Net Worth
24/7 Monitoring & Alerting
Document Storage & Management
Portfolio Analytics and Reporting

Top features

Family Communication Portal
Accounting, Tax and General Ledger
AI-Powered Automation
Global Financial Aggregation
Estate and Trust Management
Military Grade Security

Assets supported

Art & Collectibles
Direct Investments
Private Equity
Real Estate
Venture Capital

Assets supported

Alternatives
Art & Collectibles
Commodities
Cryptocurrency
Gold & Precious Metals
Hedge Funds
Infrastructure
Insurance
Music Royalty
Private Debt
Private Equity
Direct Private Equity
Private Equity Funds
Venture Capital
Real Estate
Commercial
REITS
Residential
Warehousing & Industrial
Bankable or Financial Assets & Funds
Cash & Equivalents
Digital Assets & Crypto Currency
Equities
Developed Markets
Developing Markets
Fixed Income
Developed Markets Fixed Income
Developing Markets Fixed Income
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Other
Private Equity & Direct Investments
Real Estate

White Label

Consolidated reporting
Portfolio management
Data aggregation
Impact/ESG reporting

Machine Learning/AI 1st approach to Insights and Ingestion.

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Venture Capital, Hedge Funds, Crypto Currency, Fixed Income & Bonds, Commodities & Natural Resources, Listed Equities & Bonds, Cash & Equivalents, Foreign Holdings

Technology

SaaS

All data is encrypted in transit and at rest.
AWS cloud with ability to leverage the tools for encryption and key management. None of the servers are accessible directly from the internet, we segregate them using VPCs and protect them using traffic analysis and firewall production provided by amazon and other vendors.
Infrastructure and access logs are centralized, archived and searchable so that we can analyze historical events if needed.
Tracking application performance and exceptions for awareness of any potential issues with our platform.
AWS and 3rd party products to analyze the configuration and test the security to ensure that there aren’t any issues.
Security configuration is based on well established patterns and has been globally battle tested.

AWS
iOS
Elixir

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.

For more information on our privacy practices, please visit our Privacy Policy web page: https://andsimple.co/privacy-policy/

Necessary

Always Enabled

Functional

Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

Cookie	Duration	Description
__hssc	30 minutes	This cookie is set by HubSpot. The purpose of the cookie is to keep track of sessions. This is used to determine if HubSpot should increment the session number and timestamps in the __hstc cookie. It contains the domain, viewCount (increments each pageView in a session), and session start timestamp.
bcookie	2 years	This cookie is set by linkedIn. The purpose of the cookie is to enable LinkedIn functionalities on the page.
lang		This cookie is used to store the language preferences of a user to serve up content in that stored language the next time user visit the website.
lidc	1 day	This cookie is set by LinkedIn and used for routing.

Performance

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

Cookie	Duration	Description
AMP_TOKEN		This cookie is set by Google Analytics - This cookie contains a token that can be used to retrieve a Client ID from AMP Client ID service. Other possible values indicate opt-out, inflight request or an error retrieving a Client ID from AMP Client ID service.

Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

Cookie	Duration	Description
__hstc	1 year 24 days	This cookie is set by Hubspot and is used for tracking visitors. It contains the domain, utk, initial timestamp (first visit), last timestamp (last visit), current timestamp (this visit), and session number (increments for each subsequent session).
_ga	2 years	This cookie is installed by Google Analytics. The cookie is used to calculate visitor, session, campaign data and keep track of site usage for the site's analytics report. The cookies store information anonymously and assign a randomly generated number to identify unique visitors.
_ga_Z66P6D175S	2 years	No description
_gat_gtag_UA_428085_65	1 minute	This cookie is set by Google and is used to distinguish users.
_gid	1 day	This cookie is installed by Google Analytics. The cookie is used to store information of how visitors use a website and helps in creating an analytics report of how the website is doing. The data collected including the number visitors, the source where they have come from, and the pages visted in an anonymous form.
Albacross - Cookie ID	1 year	The domain of this cookie is owned by Albacross. It is used as a analytical tools to identify the potential customers by setting a unique Id for the customers. The session Id is used to implement the preference choice made by the customer upon their re-visit.
Albacross - Visit ID	30 minutes	Sets a unique ID for a specific visitor. This ID can be used to recognize the visitor upon re-entry and implement any preference choices made. The cookie also allows the website to track the visitor on multiple websites for marketing purposes.
hubspotutk	1 year 24 days	This cookie is used by HubSpot to keep track of the visitors to the website. This cookie is passed to Hubspot on form submission and used when deduplicating contacts.

Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

Cookie	Duration	Description
bscookie	2 years	This cookie is a browser ID cookie set by Linked share Buttons and ad tags.
personalization_id	2 years	This cookie is set by twitter.com. It is used integrate the sharing features of this social media. It also stores information about how the user uses the website for tracking and targeting.

Others

Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.

Cookie	Duration	Description
AnalyticsSyncHistory	1 month	Used to store information about the time a sync with the lms_analytics cookie took place for users in the Designated Countries.
helpful_user	1 month	This cookie is used by the “Helpful” plugin to check whether an Advice and FAQ article has been reviewed. It is similar to the PHPSESSID cookie, in that it stores a serialised string of characters in your browser to help check whether the user of the browser has reviewed an Advice or FAQ article on the Website. However, unlike the PHPSESSID, the helpful_user cookie is not removed at the end of your browser’s session and is instead stored in the browser for 1 month. This means that, even though you leave the Website and close your browser, when you return within a month to the Website, it will remember what Advice and FAQ articles you have reviewed. Reviews submitted through the “Helpful” plugin are anonymous, and this cookie stores no personal information.
li_gc	2 years	No description
pvc_visits[0]	1 day	This cookie is created by post-views-counter. This cookie is used to count the number of visits to a post. It also helps in preventing repeat views of a post by a visitor.
UserMatchHistory	1 month	Linkedin - Used to track visitors on multiple websites, in order to present relevant advertisement based on the visitor's preferences.

CFO Family Reporting vs Copia Wealth Studios

You are looking for alternatives to CFO Family Reporting. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.