Etops vs Copia Wealth Studios

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

Etops

Consolidated Reporting

Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.

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

50-100

Revenue

Founded

2010

Ownership

Owned by management
External investors

Incorporated

Switzerland

Locations

Altendorf
Zurich
Bratislava
Lviv

Top 5 Markets

Germany
Liechtenstein
Luxembourg
Switzerland
France

Total AUM

$68 billion

Avg. AUM per client

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

Single-family offices

Serves also

Individual wealth owners,
Multi-family offices
Independent advisors
Fund managers
Banks

Number

Individual wealth owners

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

Product

Main tasks

Consolidated Reporting
CRM
Compliance (e.g. AML, KYC, regulatory reporting)
Portfolio management
Trading (orders only)
Data aggregation
Risk management
Impact/ESG reporting

Top features

Consolidated reporting
Regulatory compliance
Comprehensive portfolio analytics
Risk management
Private equity & non-bankable reporting
Sustainability analytics & ESG reporting
Interactive dashboards
Attractive mobile apps
Workflow management
Ecosystem with intelligent marketplace
Compliance (MiFID II, GDPR, UCITS, AIFMD)

Assets supported

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

Compliance

Whitelabel

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

Type Of Software

Serviced software
SAAS
Fully standalone

Security

Encryption
Hosting in secure IT centers
Access control
2-factor-authentication
Anonymization
User rights management

Ecosystem

Microsoft

Integrations

Mobile App

Yes (iOS & Android)

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