Manage compliance

Whether you’re communicating with retail or institutional investors Copia’s Content Management System helps distribute the right content to the right people using built-in compliance tools. Managing your website’s compliance requirements is quick and easy with permissioning, online disclaimers and detailed audit histories.


Disclaimers and risk warnings

Copia’s CMS lets you control access to your website using disclaimers and gateway pages. Tools include simple disclaimers, investor self-certification questions, IP detection for geo-location, login areas or combinations of all of these to segment users and deliver appropriate content to each group.

Easy-to-define control levels allow you to decide which pages, files and fund data will be available to each type of investor.

Permissions and login areas

Use the CMS to create secure login areas for clients to see fund performance and download documents. The flexible permissions system permits you to determine the information shown to prospects, investors, administrators and other parties. An optional registration form allows investors and potential investors to request further access, which you can then approve or decline within the CMS.

Picture of a login form
Data import

Publish fund performance

Clients value instant access to the latest fund prices and performance data. Copia’s CMS includes all the tools you need to publish fund performance charts and data tables and create document download areas.

Interactive charts

We use the latest web technology and charting libraries to make your fund data interactive. Our CMS lets visitors to your website easily adjust charts and data to reflect the timescales, formats or benchmarks they require.

Easy to import data

Whenever you upload a spreadsheet, all the related charts and tables on your website instantly update. It doesn't matter how many funds and share classes you have, in minutes your website will be completely up-to-date with the latest performance and attribution data.

If you want to completely automate the website update process Copia can connect directly to your internal reporting system, whether it's SQL and API or fed from your fund administrator. We work with you to integrate your website seamlessly with all existing processes.

Investor analytics

Keeping track of who uses your website allows you to measure its effectiveness so you actively market your funds or products to the right people, in the right way, at the right moment.

A detailed view of investor activity

Implementing a website login area or a bespoke data capture form helps you to put a name to each visitor. Once that visitor has been identified you can track how many times they’ve visited, which pages they’ve viewed and any documents they choose to download.

Armed with these insights, you can tailor your follow-up to investors pinpointing the funds or products they’ve shown interest in.

Investor Analytics