Build better relationships and higher performing portfolios

CoPilot, by Cassia Research helps you build and manage client relationships and higher performing investment portfolios.

Learn how CoPilot works for you

Wealth management firms
Create better investment portfolios for your clients by simulating decisions from past data that help you better understand risk.
Financial advisors
Take on and effectively manage 10x more clients without spending 10x more in operational costs.
Banks
Understand how each advisor is performing and ensure that you are operating within regulatory compliance.

Product

CoPilot is about performance and building quality relationships

Client relationships are built and managed through our simple web-based platform allowing you to provide your clients visibility while gathering their risk tolerance. Artificial intelligence, data analytics and advanced modelling allow you to provide high performing investments for your clients.

Features

Automated reporting & Client portal

Your clients can now evaluate their portfolio, print a report any time, book a meeting with you, even do a new risk assessment. Best of all, they can connect held away assets, and then share this information with you, the advisor, so you have the opportunity to grow your book in a new way!

Connect with 20,000+ banks and custodians

Don’t waste time tracking down and manually entering investments. With CoPilot, automatically pull in data from your clients’ institutions and generate reports.

Advanced data analytics

CoPilot has artificial intelligence and advanced data analytics under the hood helping you make better decisions. Use your clients’ data as well as market history to model and test ideas before implementing them.

 

Do more with less

CoPilot provides you the tools to scale, take on 10x more clients without spending 10x costs.

Start using the platform built by advisors, for advisors

Prospect
  • Risk assessment
  • Portfolio diagnosis
Engage
  • Risk assessment
  • Portfolio diagnosis
  • Account aggregation (includes 100 clients)*
  • 24hr client portal
  • Performance reports
Intelligence
  • Risk assessment
  • Portfolio diagnosis
  • Account aggregation (includes 100 clients)*
  • 24hr client portal
  • Performance reports
  • Proposals
  • Portfolio optimization
Perform
  • Risk assessment
  • Portfolio diagnosis
  • Account aggregation (includes 100 clients)*
  • 24hr client portal
  • Performance reports
  • Proposals
  • Portfolio optimization
  • Rebalance with one button
  • Tax loss harvesting**
  • Stock ranking**

A $249 initial setup fee is charged to establish a direct feed with your custodian.

*Add additional clients for $0.99/client

**Upcoming features

Hear from some of our happy users

Hear why wealth management firms, financial advisors and banks use CoPilot to manage their client’s life savings.

CoPilot provides considerable time savings.
Richard Eddy
CONA Financial
I think CoPilot is by far the BEST piece of financial software in the market today.
Jason Hilliard
Forecast Capital
Tenacious team exceeds our expectations.
Angelo Manzo
Meeder Investments