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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

We develop digital solutions tailored specifically for investors, advisors, broker-dealers, and financial brands. Wealthbox serves as an elegantly designed CRM that enables financial advisors to effortlessly manage client relationships and collaborate with colleagues. No more straining your eyes amid overwhelming data; our user-friendly layout and efficient note-taking feature allow you to seamlessly track all communications, including calls, emails, documents, and financial details. Stay connected with your prospects and clients by engaging with them on social platforms like Twitter, ensuring you remain informed and relevant. Enhance your productivity and save valuable time with our intuitive system; simply click on a contact's phone number within Wealthbox, and we will initiate a call to both you and your contact instantly. Additionally, you can easily send, forward, and Bcc emails to your personal Wealthbox email dropbox address, which will automatically associate those communications with the appropriate contact record in your account. This streamlined approach not only simplifies your workflow but also enhances your overall efficiency in managing client interactions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Ariath No 
Asset-Map No 
Axis LMS No 
Chat Agents No 
Chief No 
CircleBlack No 
Desktop.com No 
Easyflow No 
FP Alpha No 
Integrately No 
Mimasa AI No 
MoneyGuide No 
Motileo No 
Nango No 
Quickwork No 
Riskalyze No 
Simplii No 
Wealth.com No 
Zapier No 
Zocks No 

Integrations

Ariath Yes 
Asset-Map Yes 
Axis LMS Yes 
Chat Agents Yes 
Chief Yes 
CircleBlack Yes 
Desktop.com Yes 
Easyflow Yes 
FP Alpha Yes 
Integrately Yes 
Mimasa AI Yes 
MoneyGuide Yes 
Motileo Yes 
Nango Yes 
Quickwork Yes 
Riskalyze Yes 
Simplii Yes 
Wealth.com Yes 
Zapier Yes 
Zocks Yes 

Pricing Details

$895 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Copia

Founded

2021

Country

United States

Website

copiawealthstudios.com

Vendor Details

Company Name

Starburst Labs

Country

United States

Website

www.wealthbox.com

Product Features

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

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