ELEVATE THE CLIENT MANAGEMENT EXPERIENCE

    View, track, and analyze all your clients’ investments in one place.

    request demoVIEW DEMO

    MEET CANOPY MANAGER

    Manual data entry, inaccurate data consolidation and amateurish reports are all things of the past.

    Canopy Manager is intuitive, interactive, and transforms data into insights. It’s the tool that provides you with a comprehensive view of your investments for holistic advice. From analyzing financial information to advising, managing clients’ portfolios to reporting, we’re here to help you serve your clients in a better way

    YOUR TRUSTED DATA COMPANION

    We are the Finance and Technology experts

    IMPROVED EFFICIENCIES

    Save time and effort by using Canopy to collect data from any source and in any format (Datafeed Connections, APIs, PDF, Excel, CSV, SWIFT etc.)’

    INCREASED OPERATIONAL AGILITY

    Group and review select client portfolios in more dynamic ways. Scale your practice with complete visibility to portfolio status and activity so you’re updated with the data flow. 

    DEEPEN CLIENT ENGAGEMENT

    Differentiate your service with Canopy’s digital tools that allows you to blend your data to meet increasing demand for personalization, flexibility, and omnichannel engagement. 

    request for more info

    CANOPY MANAGER IS FOR

    Manual data entry, inaccurate data consolidation and amateurish reports are all things of the past.

    1.
    EAM CLIENT ADVISORS
    2.
    FAMILY OFFICE MANAGERS
    3.
    WEALTH MANAGERS
    PROUDLY FEATURED ON

    Best Tool for the Job

      View, track, and analyze all your clients’ investments in one place.

      DOCUMENTS STORAGE AND SHARE
      • Interact with the portfolio in dynamic ways that cannot be reflected on your custodian reports 
      • Group any combination of transactions (asset class/ industry/accounts/tickers  etc.) to create Strategies 
      • Explain the change in holdings and realized/unrealized gains for any strategy 
      • Examine the evolution of asset allocation and performance attribution with interactive charts 
      • Find the total PNL made on a security, including capital gains,  distribution income and more
      HIGHLY TAILORED END-CLIENT REPORTING
      • Interact with the portfolio in dynamic ways that cannot be reflected on your custodian reports 
      • Group any combination of transactions (asset class/ industry/accounts/tickers  etc.) to create Strategies 
      • Explain the change in holdings and realized/unrealized gains for any strategy 
      • Examine the evolution of asset allocation and performance attribution with interactive charts 
      • Find the total PNL made on a security, including capital gains,  distribution income and more
      STRATEGY CONSTRUCTION AND ANALYSIS
      • Interact with the portfolio in dynamic ways that cannot be reflected on your custodian reports 
      • Group any combination of transactions (asset class/ industry/accounts/tickers  etc.) to create Strategies 
      • Explain the change in holdings and realized/unrealized gains for any strategy 
      • Examine the evolution of asset allocation and performance attribution with interactive charts 
      • Find the total PNL made on a security, including capital gains,  distribution income and more
      PORTFOLIO ANALYTICS
      • Interact with the portfolio in dynamic ways that cannot be reflected on your custodian reports 
      • Group any combination of transactions (asset class/ industry/accounts/tickers  etc.) to create Strategies 
      • Explain the change in holdings and realized/unrealized gains for any strategy 
      • Examine the evolution of asset allocation and performance attribution with interactive charts 
      • Find the total PNL made on a security, including capital gains,  distribution income and more

      Some of our Prestigious Clients Worldwide

      We serve 4 of the 20 wealthiest family offices as ranked by Bloomberg.

      EXPLORE THE MANAGER PRODUCT SUITE

      Manual data entry, inaccurate data consolidation and amateurish reports are all things of the past.

      OWNERSHIP STRUCTURE AND FAMILY TREE

      View organizational structure for family offices to aid wealth transfer planning

      1
      REVENUE MANAGEMENT AND BILLING

      Calculate performance fees, retrocession fees, and generate invoice billed to your clients


      2
      ACCOUNTING SOFTWARE INTEGRATION

      Export financial investment data (Chart of Accounts, General Ledger, P&L Reports etc.) to your chosen accounting software (Xero/Quickbooks/Sage etc.)

      3
      END CLIENT-PORTAL

      Export financial investment data (Chart of Accounts, General Ledger, P&L Reports etc.) to your chosen accounting software (Xero/Quickbooks/Sage etc.)

      4

      Our Team

      We are the Finance and Technology experts

      Canopy CEO Tanmai Sharma

      Tanmai sharma

      chief executive Officer
      Tanmai used to be a Managing Director (Credit Trading) at Deutsche Bank before founding Canopy. He enjoys Trading and Coding.

      ERYN WU

      Chief Operating Officer
      Eryn was a Hedge Fund Valuations Specialist at Citco and a founding member of an investment firm. She enjoys trading options and crypto.

      shamara pereira

      Chief Product Officer
      Shamara was a Fx Sales Dealer at Deutsche Bank and has a MBA from NUS Business School. She enjoys music and cooking

      Prashant Surana

      Chief Technology Officer
      Prashant was VP of Product & Engineering at Zimbra email platform at Synacor, also part of VMware and Yahoo! before joining Canopy. He is a strong believer of quality and innovation.

      Sinan Biren

      Head, business Development
      Sinan is based in our office in Switzerland and was formerly with M2 Wealth and Dell EMC. He enjoys travelling with his family.

      MANYA CHEN

      Head, business expansion & client success
      Manya was a Sales Manager at Saxo Capital Markets before joining Canopy. She enjoys going for long walks while listening to podcasts.

      huongdo

      head, Data Products
      Graduated from NUS School of Computing, Huong is passionate about building products that help transform people's lives. She enjoys cooking and gardening.
      Canopy Head Data Transformation & Analytics

      Zhang zhenyi

      Head, Data transformation & Analytics
      Graduated at the top of his class in SUSS BSc Finance, Zhenyi is an ex-firefighter who finds joy in making sense of data. He also enjoys trading crypto.

      Partner with a digital expert today.

      FREQUENTLY ASKED Questions

      If you have any further questions, feel free to get in touch with our team.

      Custodians with a direct datafeed

      The list of custodians with a datafeed connection to Canopy is updated regularly here. Typically a setup fee and monthly maintenance charges apply for datafeed integrations. Credit Suisse clients, however, can enjoy certain datafeeds for free.

      Types of assets Canopy can accept

      Canopy can process data for all financial and non-financial assets. This includes private equity, real estate, wine and collections and more.

      Format of data to be provided

      Canopy accepts data in computer-generated PDF format, excel, and data delivered through datafeeds. We do not accept scanned PDF statements due to data inaccuracies stemmings from low-quality scans.

      Features included in Canopy Subscription

      Simply put, your Canopy Subscription includes all the features available in a Canopy Demo account. Do not hesitate to request for a free Demo account for clarity. The subscription fee does not include customized features and dashboards not available in the Demo account.

      Turnaround time for data processing

      The turnaround time for datafeed processing is 1 working day. For ePDF processing, the processing time varies between 3-5 working days.

      Adding transactions to Canopy myself

      Currently this is not possible. However the Self-service module is currently being built. We target for this to be ready by Q2 2021.

      Languages supported

      English, Simplified Chinese, Traditional Chinese and German

      Speak to Us

      Kindly allow for 2 working days for response.

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      Singapore (HQ)

      Canopy Pte. Ltd.

      151 Chin Swee Road, Manhattan House #04-08 Singapore 169876

      +65 9648 3706

      ZURICH

      Canopy Europe AG

      Rigistrasse 2, 6300 Zug - Switzerland

      +41 44 586 0012

      NEW YORK

      Canopy.Cloud Inc.

      99 Hudson Street, 5th Floor

      New York NY 10013

      Connect via email at hello@canopy.cloud