Canopy helps financial institutions build big data ecosystems to maximize their returns.
Canopy has developed an open source data format that enables financial data to be aggregated seemlessly across several databases and systems. Our API solution sits on top of your existing infrastructure.
Financial data is very difficult to standardize. By utilizing Canopy Universal Language and machine learning we are able to ensure data consistency and enrich data using Bloomberg and FactSet.
With the formation of big data there are many insights to be discovered. The Canopy platform makes it easy to quickly obtain the data needed to make informed decisions.
Credit Suisse is utilizing Canopy to empower
their clients and relationship managers.
Canopy enables financial instiutions to gain new insights into their business.
Utilize internal and external data to get new insights into your clients' behaviour and understand their needs.
Develop new strategies to maximize and monitor the business' performance. Monitor performance on a timely basis to minimize risk.
Use the data as a guide to develop the next generation of products and services; and stay constantly connected to your client base.
We offer several solutions that can be customized for your needs:
The core module for the Canopy platform. Extract, standardize, and enrich financial data from any source (including PDFs).Find out more
Allows for deep and fully customized analysis of the consolidated portfolios and clients.Find out more
Allows end users to interact and download their information. Customizable views and widgets, and whitelabelling options available.Find out more
Canopy can aggregate all your financial and non-financial investments; as our proprietary software is able to extract, standardize, and enrich data from any electronic source. We then make sure that your wealth portfolio is as easy to access and utilize as possible.
Canopy has developed an open source data format that enables financial data to be aggregated seamlessly via APIs.
Canopy gives you complete control of your data. We take data security seriously and have thus developed a bank level secure infrastructure and procedures.
Obtaining a holistic view of wealth in modern times is very challenging. We provide the aggregation and analytics solutions to turn the data back into information.
Whether it's data visualization or portfolio analytics, we offer an array of customization to suit your needs.
Avoid the hassle of intergrating or changing systems. Canopy is an overlay that enables all your systems to have one unified standard.
Ensure that your clients enjoy a seamless experience with our single sign-on whitelabel solutions.
Is our open source format designed for coders and non-coders to be able to freely standardized and transfer financial information.Visit our Github page
Canopy sits on-top of your existing infrastructure - meaning you do not need to change anything! We are able to connect systems and deal with all types of financial information. Some of our solutions are deployable within days.
Our team is the perfect mix of leading finance professionals and software developers. This mix allows Canopy to understand both the financial and software requirements.
Businesses and requirements are constantly changing. As such, we understand that solutions need to adapt to ensure they stay relevent. Canopy offers continuing support and upgrades!
Find out how Canopy can help you maximize your data.