Copiafy for business
Financial Wellness Platform for Advisors and Their Clients
Clients drowning in financial chaos? Give them clarity, not more advice
Why Financial Professionals Choose Our Financial Wellness Platform
One organized workspace
Create and manage financial goals for clients (debt payoff, savings, tax prep)
Wellness focused experience
Copiafy gives your clients the ability to explore numerous options and products. Putting them first give them peace of mind and increases your value.
Visual financial clarity
Monitor credit disputes with built-in templates and letter history. See progress, not just numbers.
Increase engagement
Help clients walk through financial goals when it's convenient for both of you—inspiration doesn't wait for office hours.
Stop Client Overwhelm Before It Stops Client Progress
Solo practitioners, boutique firms or heads of households
Tax preparers offering year-round planning
Advisors and planners working with families
Scale Your Practice Without Scaling Your Workload
Automated client onboarding. Automatic progress tracking. Scheduled check-ins that happen without you lifting a finger. This financial wellness platform handles the repetitive tasks so you can focus on the work only you can do: strategy, relationships, and growth. Serve 10x more clients without adding 10 hours to your week.
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From Tax Season to Tax Strategy: Build Recurring Revenue
Tax preparers: Stop watching revenue disappear every May. Financial advisors: Turn one-time plans into ongoing relationships. This financial wellness platform creates a reason for clients to engage monthly—because their financial data lives here year-round. Charge $50-500/month per client for ongoing support, visibility, and guidance. Your cost: $59-149/mo. Your potential: $2,500-50,000/mo.
Professional Reports That Write Themselves
Generate reports with one click.
Visual progress tracking
Financial Wellness scores
Their Financial Life, Always Within Reach
Clients access their financial wellness platform from any device—phone while commuting, tablet on the couch, desktop at work. Everything syncs in real-time. You see updates instantly. They stay engaged consistently. The result: better data quality, more frequent updates, and clients who actually use the system.
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