The Canopy platform consists of a range of modules that can be tailored to your needs.
Data visualization and basic analytics functionalities.Jump to section
Customized module for complex data analysis.Jump to section
Create template or customized reports using your data.Jump to section
The data cruncher and standardizer.Jump to section
The Visualizer is an interactive web application for viewing your data. The module also includes basic analytics and download functionalities.
The Analytics module enables users to generate custom analytics with the click of a button.
Generate customizable portfolio reports in PDF or PowerPoint
The Engine is the back-end interface that powers your data transformation.
The Canopy Manager module has been specifically built to help wealth professionals manage their portfolio of clients.
Canopy is API driven. We are able to integrate with any of your existing systems.
Canopy Engine has been designed to standardize and enrich large amounts of data while maintaining to-the-cent accuracy.
We utilize advanced algorithms to extract and structure the data from PDFs.
Find out how Canopy can help you maximize your data.