Copia Wealth Studios vs SS&C Family Office Services

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.

SS&C Family Office Services

Consolidated Reporting

SS&C’s Family Office Services provides a comprehensive, customizable solution for back office operations including accounting, analytics, and reporting for single and multi-family offices. By leveraging SS&C’s solution, family offices can reduce cost and operational risk in every-day operations while enabling their staff to focus on higher-value activities. We deliver solutions to family offices for handling complex securities, sophisticated investment strategies, multi-tiered ownership structures, global investments, and increasing regulatory demands that characterize the market.

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

500+

$4.6 million

1986

United States of America

Windsor
Hong Kong
Dubai
Singapore

States of America
United Kingdom
Canada
Ireland
Hong Kong

$2.6 trillion

$1.2 billion

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

Individual wealth owners
Multi-family offices

18,000

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
Governance
Portfolio management
Data aggregation

Fully integrated, multi-currency portfolio management
Integrated reporting for multi-tiered ownership structures

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

Yes

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

Microsoft
SAP
Java
Adobe

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Copia Wealth Studios vs SS&C Family Office Services

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.