CRM and client portal built for
financial professionals

Launch your financial services with Copiafy. Organize and collaborate with clients, automate workflows, and keep clients engaged with your own private AI built in at a fraction of the cost.

Start free trial

See pricing

CRM and client portal built for
financial professionals

Launch your financial services with Copiafy. Organize and collaborate with clients, automate workflows, and keep clients engaged with your own private AI built in at a fraction of the cost.

Start free trial

See pricing

CRM and client portal built for
financial professionals

Launch your financial services with Copiafy. Organize and collaborate with clients, automate workflows, and keep clients engaged with your own private AI built in at a fraction of the cost.

Start free trial

See pricing

CRM and client portal built for
financial professionals

Launch your financial services with Copiafy. Organize and collaborate with clients, automate workflows, and keep clients engaged with your own private AI built in at a fraction of the cost.

Start free trial

See pricing

The Platform

What's inside Copiafy?

AI, leads, client management, payments, client portal, landing pages and workflows built in to one system. Save time and money.

Client Insights

A complete analysis of every client

`Give your clients any fiancnal service. Every client, household and connection organized with history, notes and activity. With AI that helps you take action.`

Financial Service Professionals

One Platform, Any Financial Service.

Copiafy surfaces what matters most for all your financial services, whether you’re a solo planner, tax preparer, credit counselour or running a firm with hundreds.

Financial Planners

Spend your time advising, not administrating.

Copiafy keeps your clients, tasks, and conversations in one place so you can focus on the work that actually grows your book.

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Built for teams

Share clients with your team

Add your colleagues, share clients across your firm, and give each person the access their role needs. Shared client lists are on the Team plan.

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An AI assistant you stay in charge of

AI that works inside each client’s file

Ask for a summary, a next step or a draft, right inside the client’s file. It asks before it changes anything, keeps a record, and your private notes stay private.

Less admin, more client time

Stop chasing paperwork: clients upload their own documents, even large files.

Clients keep their numbers current: they send updates and you approve every change.

Never let a review slip: a review calendar and attention list show who needs you next.

Know the moment a client needs you: email alerts say who and what, without the private details.

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Security & Compliance

Built for financial professionals
that take data seriously.

SOC 2 Compliance

Internally audited security controls. Row level security on all data. Only you have access to your data.

256-Bit Encryption

All data encrypted with bank-grade security.

Audit Logs

Activity logs and role-based access controls. Audit-ready, no extra work.

Keep every dispute organized

Prepare disputes for inaccurate, incomplete or unverifiable items, track each 30-day response window, and keep every bureau reply in the client’s file.

See how it works

Your practice, in one place

Start your free trial and send your first booking link today.

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The client portal and CRM for financial professionals.

Explore Copiafy

Support & Resources

FAQs

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Legal & Compliance

Terms of Service

Privacy Policy

Notice at Collection

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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.

The client portal and CRM for financial professionals.

Explore Copiafy

Support & Resources

FAQs

Signup

Contact Support