COPIAFY SOLUTIONS - FINANCIAL PLANNERS

COPIAFY SOLUTIONS - FINANCIAL PLANNERS

Financial Planners

Financial Planners

Financial Planners

Clients with a dozen goals and no single plan? Give them one picture, not twelve spreadsheets.

Clients with a dozen goals and no single plan? Give them one picture, not twelve spreadsheets.

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Clients Dashboard
Good morning, Lamar
Credit
Alex T.
742 Good
Financial goals
Emergency fund
$2,400of $5,000
Next best action
Cashflow
Income$4,200
Bills$860
C Copiafy assistant ×
C
Alex is on track for the emergency fund goal and credit score both.
742 Score
584
Ask a question...

Turn scattered goals into one
coordinated plan with Copiafy.

Turn scattered goals into one
coordinated plan with Copiafy.

Turn scattered goals into one
coordinated plan with Copiafy.

Acquire

Acquire

Automate New

Client Intake

Automate New

Client Intake

Automate New

Client Intake

Automate New

Client Intake

Capture income, investable assets, and a client's stated goals with a branded intake link — so the discovery meeting starts with a real financial picture already in front of you, not a blank fact-finder.

Capture income, investable assets, and a client's stated goals with a branded intake link — so the discovery meeting starts with a real financial picture already in front of you, not a blank fact-finder.

Capture income, investable assets, and a client's stated goals with a branded intake link — so the discovery meeting starts with a real financial picture already in front of you, not a blank fact-finder.

Activate

Activate

Give Your Clients a Private Portal

Give Your Clients a Private Portal

Give Your Clients a Private Portal

Give Your Clients a Private Portal

Retirement, education savings, a home purchase, debt payoff — track every concurrent goal in the same client file instead of a different spreadsheet for each one. Your client sees the whole plan, not just the piece you last discussed.

Retirement, education savings, a home purchase, debt payoff — track every concurrent goal in the same client file instead of a different spreadsheet for each one. Your client sees the whole plan, not just the piece you last discussed.

Retirement, education savings, a home purchase, debt payoff — track every concurrent goal in the same client file instead of a different spreadsheet for each one. Your client sees the whole plan, not just the piece you last discussed.

Manage

Manage

Get Detailed Client Financial Insights

Get Detailed Client Financial Insights

Get Detailed Client Financial Insights

Get Detailed Client Financial Insights

When a client's plan touches tax strategy or estate questions, loop in that specialist on the same file instead of a cold referral. Everyone works from the same picture, and you stay the planner who's coordinating it.

When a client's plan touches tax strategy or estate questions, loop in that specialist on the same file instead of a cold referral. Everyone works from the same picture, and you stay the planner who's coordinating it.

When a client's plan touches tax strategy or estate questions, loop in that specialist on the same file instead of a cold referral. Everyone works from the same picture, and you stay the planner who's coordinating it.

JM AR DT KL SP MB TN EC C Intake link opened Financial profile created Client joined your practice
AI Client Management for Financial Planners | Client Goal Tracking | Copiafy Solutions Client avatars circle a central Copiafy icon while a status pill cycles through intake, profile creation, and onboarding milestones. JM AR DT KL SP MB TN EC C Intake link opened Financial profile created Client joined your practice

Offer a coordinated plan, not a collection of recommendations, with Copiafy.

Offer a coordinated plan, not a collection of recommendations, with Copiafy.

Offer a coordinated plan, not a collection of recommendations, with Copiafy.

When every goal lives in one file instead of scattered across separate conversations and separate documents, you can actually see how they interact — how the education savings goal affects the retirement timeline, how a tax strategy shift changes what's available for a home purchase. That's the difference between a plan and a list of suggestions.

When every goal lives in one file instead of scattered across separate conversations and separate documents, you can actually see how they interact — how the education savings goal affects the retirement timeline, how a tax strategy shift changes what's available for a home purchase. That's the difference between a plan and a list of suggestions.

Stop rebuilding the picture every meeting.

Stop rebuilding the picture every meeting.

Stop rebuilding the picture every meeting.

Re-gathering context at the start of every review meeting is time that doesn't move the plan forward. A file that stays current between meetings means you walk in already knowing where things stand — and spend the meeting on decisions, not data collection.

Re-gathering context at the start of every review meeting is time that doesn't move the plan forward. A file that stays current between meetings means you walk in already knowing where things stand — and spend the meeting on decisions, not data collection.

CREDIT SCORE691+107Collection removedLate payment correctedUtilization improvedBureau confirmed progress
AI Client Management for Financial Planners | Client Goal Tracking | Copiafy Solutions A line chart draws upward as Copiafy resolves a collection, corrects a late payment, and improves utilization, while all three bureaus confirm the updates. Collection removed Late payment corrected Utilization improved JM CREDIT SCORE 584 608 637 664 691 +107 Experian TransUnion Equifax Dispute letters sent 30 day clock running Bureau replied: item deleted
CREDIT SCORE691+107Collection removedLate payment correctedUtilization improvedBureau confirmed progress
Good morning, Lamar
Financial goal
Emergency fund
$2,400of $5,000
Income & bills
Monthly income$4,200
Bills due$860
C Copiafy assistant ×
C
Credit health is trending up this week.
742 Score
584
Ask a question...
Good morning, Lamar
Financial goal
Emergency fund
$2,400of $5,000
Income & bills
Monthly income$4,200
Bills due$860
C Copiafy assistant ×
C
Credit health is trending up this week.
742 Score
584
Ask a question...
Keep clients engaged with a plan they can actually see.
Keep clients engaged with a plan they can actually see.
Keep clients engaged with a plan they can actually see.

A client who can log into their own portal and see every goal's progress — not just hear about it once a quarter — stays engaged with the plan between meetings, not just during them.

A client who can log into their own portal and see every goal's progress — not just hear about it once a quarter — stays engaged with the plan between meetings, not just during them.

Build your financial planning solution with the following Copiafy features.
Build your financial planning solution with the following Copiafy features.

Client Intake

Capture income, investable assets, and goals before the first meeting.

Financial Goals

Track every concurrent goal — retirement, education, major purchases — in one place.

Collaboration

Bring in a tax or estate specialist on the same client file when the plan calls for it.

Client Portal

Give clients a branded portal to see their whole plan, not just their last conversation.

Take the first step with Starter Suite.

Take the first step with Starter Suite.

Coordinate every client's full financial picture, collaborate across specialties on shared files, and keep plans current between meetings instead of rebuilding them each time.

Learn More

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Keep up with the latest financial planning insights and conversations.

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Give your clients a clear view of their whole financial picture.
Give your clients a clear view of their whole financial picture.
Give your clients a clear view of their whole financial picture.

Get Report

Build a Better Client Experience
With Copiafy

Give every client a more organized, collaborative experience with one secure workspace for goals, documents, financial details, and ongoing communication.

Start Free

Build a Better Client Experience
With Copiafy

Give every client a more organized, collaborative experience with one secure workspace for goals, documents, financial details, and ongoing communication.

Start Free

Get started
with Copiafy

Give every client a more organized, collaborative experience with one secure workspace for goals, documents, financial details, and ongoing communication.

Start Free

The client portal and CRM for financial professionals.

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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.

www.copiafy.com

Explore Copiafy

Home

About Us

Features

Pricing

Blog

Support & Resources

FAQs

Signup

Contact Support

Legal & Compliance

Terms of Service

Privacy Policy

Notice at Collection

Sign up for Copiafy newsletter.

Get free articles and downloads.

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.

www.copiafy.com

Explore Copiafy

Home

About Us

Features

Pricing

Blog

Support & Resources

FAQs

Signup

Contact Support

Legal & Compliance

Terms of Service

Privacy Policy

Notice at Collection

Sign up for Copiafy newsletter.

Get free articles and downloads.

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.