Greenlock vs Copia Wealth Studios

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

Greenlock

Consolidated Reporting

The financial intermediaries thrive on opacity — beneficiaries almost never see the true cost of inefficiency. Hidden fees, suboptimal strategies, and conflicts of interest are not exceptions but widespread practices, whether due to oversight or intent. We implement a comprehensive audit system, using proprietary fee benchmarks on 100+ private wealth datapoints, enabling the recovery of lost capital due to inefficiency and delivering a 10–30x return on the cost of our services.

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

Founded

2022

Locations

Zurich

Top 5 Markets

Switzerland,
France,
United Kingdom,
United States of America,
Luxembourg

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

Multi-family offices

Secondary focus

Individual wealth owners,
Single-family offices,
Multi-family offices

Individual wealth owners

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

Product

Main Tasks

Data Aggregation,
Consolidated Reporting,
Portfolio & Cost Analysis,
Risk Management

Top features

Custom Reports,
Digital Excellence,
Full Multi-Currency Support,
Ability to Whitelabel,
Transparency,
Visionary Purpose,
Proven Agility,
Custom Development Service

Assets supported

Alternatives,
Bankable or Financial Assets & Funds,
Cash & Equivalents,
Commercial,
Commodities,
Cryptocurrency,
Digital Assets & Crypto Currency,
Equities,
Fixed Income,
Foreign Exchange,
Hedge Funds,
Insurance,
Private Debt,
Private Equity,
Private Equity & Direct Investments,
Private Equity Funds,
REITS,
Real Estate,
Venture Capital,
Other

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

Integrations

Greenlock is a cloud-based solution, no extra integration is needed.

Mobile App

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