Become a better advisor

Empowering wealth management professionals

Canopy via Credit Suisse

Utilize the Credit Suisse datafeed to effortlessly keep your portfolio up-to-date.

Empowering wealth professionals

Canopy utilizes new financial technology to empower wealth professionals. By automating the time consuming administrative tasks and assisting with insights we help wealth professionals to become better advisors.

Automated admin

Canopy is able to generate a to-the-cent accurate consolidated investment portfolio. Utilize the Canopy Reporter to easily generate standard or customized reports.

Guided Insights

Utilize the Canopy Manager Module to quickly identify major portfolio and market events. With Canopy Analytics you are able to quickly get into the detail.

Enhanced experience

Capitalize on dynamic and interactive data to enhance your understanding of the client's risks and performance. Identify new opportunities and present your client with a digital experience.

Introduction Video

A brief introduction to the Canopy Platform.

The Platform

The Canopy Manager module has been specifically built to help wealth professionals manage their portfolio of clients.

Gain new Insights

Quickly identify portfolio, market events and get into the details with Canopy Analytics.

Access Mutiple Views

View the interactive data available to the client to identify opportunities and take your understanding to a new level.

Generate Reports

Generate consolidate client reports at the click of a button. Customize slides and templates for specific clients.

Download Clean data

Download standardized and enriched portfolio data for internal reference, tax reporting, etc.

Use Excel

Utilize the Excel front-end to access the entire database of data. Conduct strategy analysis via in-built features.

Offer an experience

Take your client service to the next level by offering a new digital experience.

Example screenshots:

In-built features

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

For your clients

Canopy has been designed to address your clients' portfolio consolidation needs. The process of providing their data is simple!

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Security

Anonymous

Canopy is an anonymous platform. We encourage our clients to utilize our anonymization tools to remove their personal information during the upload process.

Bank level secure

Our infrastructure is certified to a security level equivalent to a bank. We regularly conduct penetration testing and hire third-party specialists to test out our security.

No personal data

We do our utmost to ensure that no personal data is retained. If we encounter any personal information we anonymize or remove it.


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How we have helped

A Relationship Manager utilized Canopy Alerts to setup an email notification to be sent if any bond was to decline more than a certain threshold. As a bond issued by Odebrecht decline more than the threshold as a result of alleged corruption. As the Relationship Manager and client were based in Asia and events were not covered in their local news. As a result of the Canopy Alert the Relationship Manager was able to notify the client and avoid significant losses by exiting the investment before the main dip.
A Relationship Manager had a client with over 200 private equity investments. When it came to discussing the performance of his Private Equity investment the Relationship Manager found it very time consuming to prepare a very basic analysis. Once the client joined Canopy the Relationship Manager was able to generate summary and detailed reports at the click of a button. As such, the Relationship Manager was able to spend more time assessing the appropriateness of the client's selections and was able to articulate strategies to better meet the client's needs.
A new security had been launched which the Relationship Manager and Investment Councellor thought would suit the Relationship Manager's conservative client base. The Relationship Manager normally would go on his gut feeling and basic segmentation to identify the most appropriate clients. However, by utilizing Canopy's Manager Module, the Relationship Manager was able to quickly sort this entire client base by the types of investments currently held, and historical asset class mix to formulate a comprehensive client list in minutes. As a result, the Relationship Manager was able to identify clients that she would not have normally approached with such a product.
Canopy's Manager Module has been designed with a Relationship Manager's day-to-day activities in mind. We helped a Relationship Manager keep intouch with his client base during the turbulent market conditions. By utilizing the Manager Module the Relationship Manager was quickly able to identify which clients had large movers in their portfolio and needed to be called.

Why clients have chosen us

Your data, your way

By providing the Canopy Visualizer, Analytics, and Reporter; we make accessing the consolidated data as easy as possible.

To-the-cent Accurate

By conducting a three-way reconciliation (transactions, holdings, and cash) after every upload we are able to provide to-the-cent accurate data.

PDF friendly

We are the only provider that is able to consolidate your PDF bank statements. We utilize advanced algorithms to extract and structure the data from your PDFs.

Frequently asked questions

If you have any remaining questions, please see our FAQ section.

FAQs

Speak to us


Singapore (HQ)

Canopy Pte. Ltd.

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

+65 6681 6660


Switzerland

Canopy Europe AG

Bahnhofstrasse 21, CH-6300 Zug, Switzerland

+41 4458 60012

Email

hello@canopy.cloud