Sage vs Copia Wealth Studios

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

Sage Intacct

Accounting

Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals focused on customer success. Customers ranging from startups to public companies and family offices rely on Sage Intacct’s best-in-class cloud ERP software to deliver the efficiencies and insights that keep them on the fast track of growth, from their first million to their first billion.

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.

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

Individual wealth owners

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

Product

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

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