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.
Canopy is able to generate a to-the-cent accurate consolidated investment portfolio. Utilize the Canopy Reporter to easily generate standard or customized reports.
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.
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.
The Canopy Manager module has been specifically built to help wealth professionals manage their portfolio of clients.
Quickly identify portfolio, market events and get into the details with Canopy Analytics.
View the interactive data available to the client to identify opportunities and take your understanding to a new level.
Generate consolidate client reports at the click of a button. Customize slides and templates for specific clients.
Download standardized and enriched portfolio data for internal reference, tax reporting, etc.
Utilize the Excel front-end to access the entire database of data. Conduct strategy analysis via in-built features.
Take your client service to the next level by offering a new digital experience.
An intuitive and interactive web application that allow the user to view their consolidated portfolio.
The Canopy Reporter allows users to generate consolidated or individual account reports with the click of a button.
The Canopy Analytics module allows for custom analytics and complete access to the enriched data.
Canopy has been designed to address your clients' portfolio consolidation needs. The process of providing their data is simple!Find out more
Canopy is an anonymous platform. We encourage our clients to utilize our anonymization tools to remove their personal information during the upload process.
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.
We do our utmost to ensure that no personal data is retained. If we encounter any personal information we anonymize or remove it.
By providing the Canopy Visualizer, Analytics, and Reporter; we make accessing the consolidated data as easy as possible.
By conducting a three-way reconciliation (transactions, holdings, and cash) after every upload we are able to provide to-the-cent accurate data.
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.
Find out how Canopy can help you maximize your data.