Welcome to Copia Connect
The premier client servicing portal for Sponsors & General Partners.
Streamline Your LP Communications
Copia Connect helps GPs prepare and manage documents with powerful tools and seamless integration.
Document Management
Prepare, organize, and securely share documents with your Limited Partners through a branded portal.
- Secure document storage and sharing
- Automated document processing
- Version control and audit trails
- Intelligent document tagging
Copia Integration
Deep integration with the Copia ecosystem for seamless workflows and enhanced productivity.
- Unified data across Copia platforms
- AI-powered document analysis
- Automated reporting capabilities
- Streamlined investor communications
Customization
Create branded workspaces with customizable themes and features tailored to your firm's identity.
- Custom branding and theming
- Configurable workspace features
- Role-based access controls
- Personalized client experiences
Comprehensive Client Servicing
Copia Connect is designed to evolve with your needs, starting with document management and expanding to full client servicing capabilities.
Available Now
- Secure document repository with role-based access
- Branded client portals with customizable themes
- AI-powered document processing and tagging
- Team collaboration tools and activity tracking
Coming Soon
- Advanced investor communication tools
- Automated reporting and analytics dashboards
- Enhanced LP engagement features
- Full integration with Copia's wealth management suite
Join Our Waitlist
Copia Connect is currently available to select partners in a closed release. Public availability is coming soon. Contact sales@copiawealthstudios.com to learn more.