High Net-worth Individual

Consolidated Financial and Non-financial Data

A client large proportion of a client's wealth was in real estate, art, and wine. Canopy was able to consolidate all his non-financial assets with his equities, bonds, and funds to give him a holistic view of his wealth for the very first time.

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Unreported Market Event

A client had invested a significant amount in Odebrecht bonds. Canopy alerted the client and their Relationship Manager when the value of the bonds breached the threshold setup on their portfolio. On further investigation they became aware of the reported corruption charges and thus were able to limit their loss.

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Capital Re-investment

A client had a strong weighting of bonds in all his individual accounts. Using the Canopy Visualizer they were able to identify that a number of bonds were due to mature in the same month. Using this information the client has sufficient time to consult with his Relationship Managers to minimize the time the capital spent uninvested.

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Incorrect Option Purchased

Using Canopy Analytics a client was able to identify that their had entered the option leg of their covered call incorrectly. A weekly summary email identified that they had unexpectedly taken on more exposure to the underlying equity. Upon investigation it was evident that they had bought instead of sold a call option.