Canopy via Credit Suisse

Datafeed, Preferred pricing, Holistic advice

Perfect partners

Canopy and Credit Suisse have partnered together to offer a new wealth management experience.

Wealth consolidation and advice

Benefit from all the normal features of Canopy:

Anonymous & Secure

Your anonymity is in your control. Canopy is built to enable our clients to remain completely anonymous and has infrastructure that bank level secure.

Empowering

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.

PDF friendly

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:

Preferred pricing

By utilizing Canopy via Credit Suisse we are able to offer preferred pricing.

Datafeed

Your Credit Suisse accounts are automatically updated at the end of each day.

Third party uploads

Consolidate your third party statements part of the service.

Family office setup

Several users are able to access the underlying portfolio under one license.

Access Control

Flexible access controls to allow a balance between holistic advice and your privacy.

One platform

Access Canopy via the Credit Suisse Asia Digital Private Banking app.

A unique opportunity

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:

Holistic view

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.

Holistic advice

Utilize Canopy's access control functionality to let your Credit Suisse Relationship Manager to help you manage your entire wealth.

Safeguarded data

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.

Access Control

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

No access is provided to your Relationship Manager. This is the default access.

Aggregated

If you have more than one third party account, we show your Relationship Manager a single anonymous account.

Masked

We show your Relationship Manager individual anonymous accounts.

Full Access

We allow the individual accounts and Bank to be disclosed to the Relationship Manager.

Learn more

Find out more about how Canopy can help you become a better investor:

High Net-worth Individual

Find out how Canopy can help you to obtain a holistic view of your wealth.

Find out more

Relationship Manager

Automate your admin and capitalize on our guided insights.

Find out more

Speak to us

Find out how Canopy can make you a better investor!


151 Chin Swee Road, Manhattan House #04-08, Singapore 169876
hello@canopy.cloud
+65 6681 6660

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