DiliTrust SAS vs Copia Wealth Studios

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dilitrust

DiliTrust

Category
Artificial Intelligence

DiliTrust is a European legal tech leader with a worldwide footprint. We offer simple, flexible and reliable SaaS solutions and services to support corporate legal practitioners in their digital transformation, optimising legal activities and corporate governance.

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copia

Copia Wealth Studios

Category
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.

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Company
Employees

  • 100-500

Revenue

-

Founded

  • 1995

Incorporated

-

Locations

  • Paris
  • Milan
  • Dubai
  • Madrid
  • Mexico City
  • Wilmington
  • Munich
  • Montreal

Top Markets

  • France
  • Italy
  • United States of America

Total AUM

-

Avg. AUM per client

-

Ownership

  • Key staff also have ownership


  • 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

-

Secondary focus

  • Single-family offices
  • Multi-family offices
  • Banks
  • Foundations
  • Software and technology providers
  • Other

-


  • Individual wealth owners


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


-

Product
Main Tasks

  • Compliance

Top features

  • Board meeting management
  • Contract automation
  • Automated Workflows
  • Delegation of authorities
  • Visual ownership view

Compliance

-

Whitelabel

  • No


  • 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


-


  • No

Technology
Type Of Software

  • SAAS

Ecosystem

-

Integrations

  • Outlook
  • Hubspot
  • Salesforce
  • Microsoft Dynamics
  • Google suite
  • E-signature providers
  • Office 365

Mobile App

  • Yes

-


  • 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


-


  • Yes