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For fund managers, trusts and listed companies
Copia CMS has been developed with feedback from users just like you, users who understand the little details that can make their jobs easier. We've built in everything we think you might want but if there's another feature you want - we'll write it specially for you.
Web publishing has never been easier
Take control of your website with powerful content management features specifically tailored to fund management and listed companies. Manage everything from text, images, funds and people down to files, menus and disclaimers.
Make an impression on your investors
Import fund or share price data from spreadsheets or enter it directly in to a form. Copia takes care of data integrity before automatically generating graphs, tables and statistics to your specifications. Frequently updated data, such as daily or live prices, can be drawn from external feeds to cut out repetitive tasks.
3rd party integration
Save valuable time and effort by letting Copia automatically fetch fund, share price and user data from your existing systems.
Copia can be adapted to integrate with almost any 3rd party application. It doesn't matter how your data is stored, we can integrate with spreadsheets, SQL databases or your CRM.
There's no need to provide Copia with the processed data - Copia can perform all the calculations you need too.
Stay compliant
Centralised management of disclaimers, risk warnings, user certification and other information helps make sure you're showing the right information in the right places. Add one disclaimer and Copia will make sure it appears on every page.
Languages & microsites
Create unlimited variations of your site - in other languages or as microsites for clients in a different market. Create completely new content or share content, data and files across variations while Copia keeps everything in sync.
Content control
Serve content based on investor type, controlling access to sensitive information with sophisticated user permissions. Lock down confidential content with user management in Copia or link to your in-house CRM.
Update management
Copia helps your compliance team sleep easy at night with live and preview modes. Making a few changes to your site? Do them on the preview site, then, once your changes have been signed off, put them live with one click.
And anything else you want...
If the feature you need hasn't been mentioned already you'll be glad to hear that Copia is completely customisable. It's possible to modify and build upon any part of Copia: we'll create a stunning website front end, add in any custom features and then integrate it with your current environment - whatever the setup.
If you ever want to leave us?
We're sure it would never happen but just in case you do we've made Copia completely open. Built from the core on open source technologies and to international web development and accessibility standards you'll find it as easy to leave Copia as it was to get your site up and running.