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Average Ratings 0 Ratings

Total
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

Wize is a comprehensive wealth and asset management solution developed in Switzerland, designed specifically for external asset managers, family offices, fund managers, securities firms, pension funds, and private banking institutions. This innovative platform unifies several functions such as portfolio management, consolidated reporting, digital onboarding, AML compliance, order management, and CRM into a single cloud-native system, accommodating both deposited and non-deposited assets. With more than 250 global banking connections and access to market data providers, Wize offers daily automated reconciliation of transactions and positions, ensuring high data quality and reliability. The platform boasts a strong security infrastructure that includes multi-factor authentication, one-time passwords, single sign-on, role-based access controls, audit logging, end-to-end encryption, and compliance with ISAE 3402 and DORA standards. Users are given the flexibility to deploy Wize through private cloud options in Switzerland or Singapore, or opt for on-premises solutions, catering to diverse operational needs. In a rapidly evolving financial landscape, Wize stands out by providing a holistic approach to wealth management, enabling institutions to streamline their processes and enhance client service.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$895 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Copia

Founded

2021

Country

United States

Website

copiawealthstudios.com

Vendor Details

Company Name

WIZE

Country

Switzerland

Website

www.wize.net

Product Features

Product Features

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