Grow Your Financial Services,
Not Your Workload.

Client management software for financial professionals.

Start Free Trial

Grow Your Financial Services,
Not Your Workload.

Client management software for financial professionals.

Start Free Trial

Grow Your Financial Services,
Not Your Workload.

Client management software for financial professionals.

Start Free Trial

Grow Your Financial Services,
Not Your Workload.

Client management software for financial professionals.

Start Free Trial

Every client, organized in one place.

Client Onboarding

Automate New

Client Intake

Send one branded link. Your client fills out a guided form, and it lands in your dashboard as a complete file with their full financial picture. No PDFs, no retyping, no chasing documents by email.

Client Portal

Give Your Clients a Private Portal

Every client gets a secure portal with your logo and colors, where they check their own progress anytime. The "just checking in" calls stop, and what replaces them is a client who feels looked after.

Client Dashboard

Give Your Client Financial Insights

Bring a broker, advisor, or credit specialist into any client's file, each seeing only what they need. Your client gets one joined-up plan instead of three professionals who never talk.

Your Complete Client
Financial Wellness Solution

Turn Clients Budgeting Into Progress

`Build the financial plan together, then let your client watch it work from their portal. People stick with what they can see. And clients who hit their goals don't shop for a new advisor.`

See How It Works

Keep your clients credit on track

`Copiafy drafts the dispute letters, watches the 30 day response clock, and keeps every bureau reply inside the client's file. You review, send, and get back to the work that grows your credit repair business. Your client watches every step happen from their portal.`

Check Your Credit Health

Give Your Clients Financial Insights

`Give Your Clients The Insight They Need to Make Good Financial Decisions`

CD Rates

Savings Acounts

Credit Cards

Home Purchase

Home Equity

Refinance Home

Investing

Personal Lons

`Life before and after practice management software`

The old way
Intake by email. Files in six folders. A spreadsheet that's always one version behind. Evenings spent on paperwork and days interrupted by status calls.

The Copiafy way
One link brings the client in. One place holds everything. Clients check their own status. You do the work only you can do.

`Insights That Impact Everyday Financial Decisions`

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Frequently Asked Questions

What is Copiafy?

Copiafy is a platform dedicated to simplifying the process of consumer protection by providing tools for generating and managing dispute letters. Our platform offers customizable templates and secure document storage to help users dispute inaccuracies on their credit reports.

What is the right plan for me?

Personal is for individual consumers. Start is for individual consumers wanting to help multiple people. Or agents, advisors, and brokers that need to help a few clients. Pro is for businesses looking to grow.

Are you a mortgage broker, lender, or consultant?

No, Copiafy is not a mortgage broker, lender, or consultant. We do not offer any financial lending or mortgage services.

Are you a law firm or do you provide legal advice?

No, Copiafy is not a law firm and does not provide legal advice. If you need legal help, please seek advice from a qualified attorney.

Are you a credit repair agency?

No, Copiafy is not a credit repair, reporting, consulting, or monitoring company. We provide tools and resources to help users manage their own disputes but do not offer credit repair services.

What is your refund policy?

We offer a 48-hour money-back guarantee. If you are not satisfied with our services, you can request a full refund within 48 hours of your purchase.

How do I sign up for Copiafy?

Go to signup page https://app.copiafy.com Confirm Email for Account 1. Click confirmation in your email (check spam/promotions folders) 2. Go to https://app.copiafy.com 3. Log in to your account 4. Start exploring and creating! To access premium features: - Click your email in the top right corner - Select “Plans”<br /> - Add a payment method - Confirm and upgrade your subscription https://app.copiafy.com/login Access Account

Copiafy keeps your financial life organized

How to Dispute a Credit Report Error Yourself Without Paying Anyone

Monitoring Your Money Is Not The Same As Being Organized

Two smiling women taking a selfie with a smartphone.

From Financial Plans to Financial Wellness Systems: A Better Way to Manage Personal Finances

What to Do When You Feel Overwhelmed by Your Finances: A Clear Starting Point

Smarter financial management made simple.

Explore Copiafy

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Disclaimer: The content on this site is for informational purposes only and does not constitute legal or financial advice. Copiafy is not a law firm, credit counseling agency, or licensed financial advisor. Information provided is general in nature and may not apply to your individual circumstances. For advice specific to your situation, consult a qualified attorney or financial professional. Results from credit disputes vary and cannot be guaranteed.

Smarter financial management made simple.

Explore Copiafy

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FAQs

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Contact Support