Canopy and Credit Suisse have partnered together to offer a new wealth management experience.
Benefit from all the normal features of Canopy:
Your anonymity is in your control. Canopy is built to enable our clients to remain completely anonymous and has infrastructure that bank level secure.
Obtaining a holistic view of wealth in modern times is challenging. We provide the aggregation and analytics solutions to turn the data back into information.
Canopy is able to consolidate PDF bank statements. We utilize advanced algorithms to extract and structure the data from your PDFs.
Additional features and advice available via Credit Suisse:
By utilizing Canopy via Credit Suisse we are able to offer preferred pricing.
Your Credit Suisse accounts are automatically updated at the end of each day.
Consolidate your third party statements part of the service.
Several users are able to access the underlying portfolio under one license.
Flexible access controls to allow a balance between holistic advice and your privacy.
Access Canopy via the Credit Suisse Asia Digital Private Banking app.
Consolidating your entire wealth opens up significant potential. To help clients realize the potential, Canopy has the ability to allow clients to share their consolidated portfolio with their Credit Suisse Relationship Manager. We have four disclosure options:
Consolidate your wealth on the Canopy platform to gain a holistic view of your performance and risk across all your accounts and non-financial assets.
Utilize Canopy's access control functionality to let your Credit Suisse Relationship Manager to help you manage your entire wealth.
If you do decide to share your data with your Credit Suisse Relationship Manager, Canopy will assist you in finding the right balance between holistic advice and your privacy.
Canopy has specific access settings to allow you to tailor your holistic weath experience. We have four levels of Relationship Manager access for you to chose from:
No access is provided to your Relationship Manager. This is the default access.
If you have more than one third party account, we show your Relationship Manager a single anonymous account.
We show your Relationship Manager individual anonymous accounts.
We allow the individual accounts and Bank to be disclosed to the Relationship Manager.
Find out how Canopy can make you a better investor!