Canopy Use Cases
Canopy helps wealth managers control the two parts of their business that directly touch their clients
Wealth Manager needing an Analytics and Reporting System
Canopy helps wealth managers control the two parts of their business that directly touch their clients i.e.
- Ensure incoming data in any format can be processed and cleaned
- Highly personalized analysis and Reporting reporting can be done for clients
Family Office needing holistic view of their Assets
A Family Office's financial picture can be quite complex. Canopy software helps to get a complete picture of their assets and liabilities to any level of complexity. Canopy works on two models
- Software Only
- Software + Data Upload and Consistency Check Services
Financial Analysis of any Asset Class
Canopy has best of breed Analytics to generate any type of analysis required
Please see our Hyper Personalized Dashboards and also the Canopy Analytics Process sections
Clean Data from Bank Statements
We find that our Financial Data from Banks is never 100% clean (please see Typical Bugs Found in Custodian Statements) and we help our customers in generating Clean Data
Extraction of Complex Tables from Bank Statements (in PDF)
A very proportion of Financial Data is available as PDF only. Canopy Extract software is able to handle tabular data of any level of complexity. (45 second demo below)
Financial Statements from Bank data in API or PDFs
Depending on our customer's requirements, we are able to convert the incoming Bank statements into a format that their accounting system will take as an input (this is typically a CSV file). If required, we can directly generate the Financial Statements (see sample Financial Statement)
