Copia
Copia helps family offices and wealth managers measure, manage, and report on the social and environmental impact of their investments.
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About Copia
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.
Whether the task is judging the impact of estate planning decisions, diving deep into specific assets and managers, or contemplating a new opportunity, Copia makes exploring your portfolio feel like second nature.
Copia is a Wealth Operating System that puts your Assets Under Intelligence™.
More Details
| Attribute | Details |
|---|---|
| Categories | Impact & ESG, Portfolio Management, Reporting |
| Features | Custom Reports, Digital Excellence |
| Target Segments | Multi-family office, Single-family office |
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