Utilize the Credit Suisse datafeed to effortlessly keep your portfolio up-to-date.
Canopy utilizes the latest technology to make wealth aggregatation simple and easy.
Consolidate all types of financial and non-financial data. Canopy can handle everything!
Provide any type of file format or source document. Canopy takes care of the data extraction.
Drag and drop your files into the web application or simply send us an email.
Canopy aggregates all your financial and non-financial investments allowing you to make better informed decisions.
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.
The Visualizer is one of the many ways you are able to view the consolidation portfolio.
View your data the way you want to with custom classification and flexible views.
With Canopy Analytics you are able to quickly discover the key drivers in your consolidated portfolio.
Your portfolio is kept up-to-date using Bloomberg. We also utilize Bloomberg to enrich your portfolio with additional key financial metrics.
Our infrastructure is certified to a security level equivalent to a bank. We regularly conduct penetration testing and hire third-party specialists to test our security.
We provide the process and tools for our users to remain completely anonymous - whether it be anonymizing your statements or communicating with us.
If we encounter any personal information we anonymize or remove it. We also regularly delete all source files to ensure that your identity is safe in the worst case scenario.
Canopy aggregates all your financial and non-financial investments so that you can make well-informed decisions.
Identify the underlying performance drivers in your portfolio with a click of a button.
Quickly understand your concentration risk and exposures. Conduct scenario analysis to balance your portfolio.
Setup Canopy to alert you if a wide variety of thresholds are breached or certain events occur.
Simply drag and drop your files on our upload page. Canopy will then ask if you would like to remove any personal information before uploading the document. Alternatively you can provide your data via email.
Request for your Relationship Managers to provide the monthly statements for you. We provide the tools necessary for the RM to remove the personal information. Canopy also removes any personal information that we come across.
Some custodians are able to provide datafeeds or utilize Swift to automatically provide anonymous data. Please reach-out to us for more information.
By providing the Canopy Visualizer, Analytics, and Reporter; we make accessing the consolidated data as easy as possible.
By conducting a three-way reconciliation (transactions, holdings, and cash) after every upload we are able to provide to-the-cent accurate data.
We are the only provider that is able to consolidate your PDF bankstatements. We utilize advanced algorithms to extract and structure the data from your PDFs.
Find out how Canopy can make you a better investor!