Canopy Product Suite

Empowering Investors and Wealth Advisors

TRUSTED BY TOP PRIVATE BANKS AND LEADING WEALTH ADVISORS GLOBALLY

Intuitive, comprehensive and flexible for any kind of user

An intuitive and interactive web application that allow the user to view their consolidated portfolio.

  • Secure access via mobile phone or computer
  • Customizable asset classifications
  • View and combination of accounts and securities

The Canopy Reporter allows users to generate consolidated or individual account reports with the click of a button.

  • Export in Powerpoint or PDF
  • Generate template or custom reports
  • Show high-level summaries or detailed analyics

The Canopy Analytics module allows for custom analytics and complete access to the enriched data.

  • Create custom performance and risk analytics
  • Link cashflows to calculate the yield on strategies
  • Obtain key financial metrics with a click of the button

The Canopy Engine is the key module supporting the complete data acquisition process within the system.

  • Data extraction, normalization and reconciliation
  • Management and enrichment of raw data
  • User account management

COMING SOON