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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Copia Wealth Studios offers a mobile-centric wealth management platform that amalgamates AI-driven document processing, portfolio consolidation, tailored planning, and operational automation, catering to sophisticated investors, family offices, multi-family offices, institutions, and registered investment advisors. By integrating data from various portals, accounts, and documents, it provides users with a real-time and thorough overview, empowering them to safeguard their wealth, enhance portfolio performance, affirm decision-making, visualize complex entity and trust frameworks, anticipate capital demands, and simplify their workflows. The Copia suite features advanced document processing capabilities that efficiently extract information from K-1 forms, capital call notifications, and distribution statements, along with tools for entity mapping, performance benchmarking of managers, automated reporting for monthly and ad-hoc needs, natural language querying of documents, and robust security measures including biometric two-factor authentication and encryption. This comprehensive approach not only streamlines wealth management processes but also ensures a high level of security and efficiency for its users.

Description

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign No 
Alfresco Digital Business Platform No 
Atlassian Crowd No 
Automation Anywhere No 
Bloomberg Tax & Accounting Fixed Assets No 
Bloomberg Tax & Accounting Leased Assets No 
Emburse Expense Professional No 
HubSpot CRM No 
HubSpot Customer Platform No 
LSEG Due Diligence Centre No 
LSEG World-Check No 
Laserfiche No 
Nuxeo No 
OpenText Documentum No 
Oracle Business Intelligence (OBIEE) No 
Salesforce No 
Swift Digital Suite No 
UiPath No 
Zapier No 

Integrations

Adobe Acrobat Sign Yes 
Alfresco Digital Business Platform Yes 
Atlassian Crowd Yes 
Automation Anywhere Yes 
Bloomberg Tax & Accounting Fixed Assets Yes 
Bloomberg Tax & Accounting Leased Assets Yes 
Emburse Expense Professional Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
LSEG Due Diligence Centre Yes 
LSEG World-Check Yes 
Laserfiche Yes 
Nuxeo Yes 
OpenText Documentum Yes 
Oracle Business Intelligence (OBIEE) Yes 
Salesforce Yes 
Swift Digital Suite Yes 
UiPath Yes 
Zapier Yes 

Pricing Details

$895 per month
Free Trial No 
Free Version Yes 

Pricing Details

$500
FundCount's primary markets are Single- and Multi-Family Offices, Fund Administrators, Hedge Funds, Wealth Management and Private equity firms. The annual subscription starts at $500 USD and includes customer support, ongoing maintenance releases and upgrades.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Copia

Founded

2021

Country

United States

Website

copiawealthstudios.com

Vendor Details

Company Name

FundCount Americas

Founded

2001

Country

United States

Website

fundcount.com

Product Features

Product Features

Fund Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Activity Tracking Yes 
Asset Management Yes 
Bank Reconciliation Yes 
Budgeting & Forecasting Yes 
Compliance Management Yes 
Donor Management No 
General Ledger Yes 
Partnership Accounting Yes 
Purchasing & Receiving Yes 

Hedge Fund

Compliance Management Yes 
Contact Management Yes 
Investor Accounting Yes 
Investor Reporting Yes 
P&L Calculation Yes 
Partnership Accounting Yes 
Performance Analysis Yes 
Portfolio Analysis Yes 
Portfolio Management Yes 

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

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