Copia Wealth Studios vs Private Wealth Systems

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

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.

Private Wealth Systems

Consolidated Reporting

USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

Employees

11–50

Revenue

Founded

2021

Ownership

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

Incorporated

United States of America

Locations

Top markets

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

Total AUM

Avg. AUM per client

11-50

–

2014

Owned by management
Clients are also owners

United States of America

Charlotte
New York
Salt Lake City

Switzerland
United States of America
United Kingdom
Saudi Arabia
Australia

$200 billion

$223 million

Client

Focus

Individual wealth owners

Serves also

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

Number

Single-family offices

Multi-family offices
Banks
Individual wealth owners
Fund managers

650+ UHNWIs and family offices

Product

Main tasks

Consolidated reporting
Portfolio management
Data aggregation
Impact/ESG reporting

Top features

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

Assets supported

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

Compliance

Whitelabel

Accounting
Consolidated reporting
Portfolio management
Data aggregation
Risk management
Impact/ESG reporting

Data aggregation – our direct bank feeds captures 3x more data than other providers.
Data validation – we perform daily reconciliation and correct bank data errors.
Performance calculation – in side by side comparisons with other systems we have proven double-digit accuracy in performance and analytics.
Custom reporting – our award winning data model empowers each user to personalize their data any way they want.
Digital portal – wealth owners can customize their own mobile dashboards to have total power over their wealth.

Private equity
Bankable assets
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewellery)

GDPR

Technology

Type Of Software

SaaS

Security

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.

Ecosystem

AWS
iOS
Elixir

Integrations

Mobile App

SaaS
Serviced software

Multi factor authentication
Application scanning
Network scanning
Encryption at-rest and in-transit
Data leakage prevention (DLP)
User level access controls
Annual audits by global banks

Microsoft

API that can connect with any third party system including CRM, bill pay

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Copia Wealth Studios vs Private Wealth Systems

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