Copia Wealth Studios announced the launch of “Copia – Clarity,” an advanced wealth management platform designed specifically for sophisticated allocators managing diverse investment portfolios. The new solution addresses the growing complexity faced by successful entrepreneurs and family offices who manage multiple alternative investments across fragmented investor portals.
“Today’s ultra-high-net-worth investors, particularly those who have recently exited businesses, face huge challenges making sense of their expanding investment portfolios,” said Michael Sikorsky, CEO of Copia Wealth Studios. “Clarity eliminates this pain by adding AI-powered intelligence and automation to wealth management, giving our clients complete visibility and control over their entire portfolio.”
The launch comes at a time when AI adoption in wealth management is accelerating rapidly. Recent industry research indicates that 90% of investors believe AI can effectively assist in researching financial products and services, while 80% see its potential in enhancing portfolio management.
Key Features of Copia Clarity
Clarity introduces several groundbreaking capabilities designed specifically for sophisticated investors:
- Contextually-Aware AI Assistant: Provides intelligent insights and answers questions based on complete understanding of the user’s portfolio documents, assets, and investment managers
- Automated Document Acquisition: Connects directly to multiple investor portals to collect documents automatically, freeing users from administrative tasks
- Comprehensive Alternative Asset Tracking: Offers unified visibility across traditional and alternative investments, including early-stage startups and private equity funds
- Data Extraction & Normalization: Transforms documents into structured data, creating consistent, comparable metrics across diverse investments
- Discrepancy Detection: Identifies inconsistencies in financial records to prevent costly oversights and maintain data integrity
“What sets Clarity apart is its ability to unify the fragmented world of alternative investments,” said Mark Yams, Product VP at Copia Wealth Studios. “Our clients no longer need to juggle multiple logins, manually compile data, or worry about missing critical information. Everything they need is accessible through a single source.”
Early adopter Chris, who recently sold his technology company and now manages investments across multiple asset classes, reports: “Before Clarity, I spent hours each week just gathering documents and trying to make sense of my portfolio. Now, I can see everything in one place, and the AI assistant helps me understand exactly what’s happening with my investments. It’s transformed how I manage my wealth.”
