Compare Canopy vs CreditOnline

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Crozscore:

67%
what is this?
28%
no significant changes

Crozscore:

57%
what is this?
25%
interest falling
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Software Description:

Getting a complete and accurate view of a High Net-worth Individual’s entire wealth portfolio is a challenge for both the individuals and their wealth managers due to the sheer complexity of their assets which are also spread across multiple bank accounts. To address this, we have built Canopy, a platform that allows all assets to be aggregated and viewed as a single portfolio, advanced portfolio analytics, generation of custom reports, and more.

Current aggregation providers typically require data feeds or manual data entry. However, data feeds from private banks remain a challenge to obtain outside of US, and even then, data feeds are not available for alternative investments, holdings with hedge funds or other non-financial assets etc. Here at Canopy, we overcome the lack of data feeds by accepting data in conventional electronic formats including Excel, CSV and electronic PDFs.

Software Description:

EGROUP EU specializes in creating, installing and supporting loan management systems. The main project of the company is the loan business management system CREDITONLINE. CREDITONLINE system is developed by analyzing the good practice of the European loan market and its economical trends.
The loan business management system is created and supported for now more than 7 years. Within that time, the system has been implemented in 80 companies in the European Union as well as other countries.

The system is developed on the basis of cost saving and effectiveness.

You can service more than 500 000 loan applications per month with the fully automated loan business management system CREDITONLINE. This is a very high level of work efficiency which is determined by the automation of the CREDITONLINE loan software and the application of newest IT technologies.

The loan business management system CREDITONLINE meets international personal data protection requirement as well as modern marketing techniques. CREDITONLINE loan software is easily integrated with financial, accounting, marketing and other software which in turn enables to save HR (Human Resources).

Features:

  • Customer Management
  • External Integrations
  • Multi-User
  • Notifications
  • Multi-Currency
  • Data Export
  • Data Import
  • API
  • 2-Factor Authentication

Features:

  • 2-Factor Authentication
  • Data Export
  • Billing/Invoicing
  • External Integrations
  • API
  • Data Visualization
  • Data Import
  • Multi-User
  • Notifications

Summary:

    No key features associated with this application.

Summary:

  • Cloud based loan lending business management system

Pricing:

  • Starting from: $620.00/month
  • Credit card required: No
  • For more information on Licence and monthly pricing/functionality for different plans, please check our website

Start

$620.00
1 server(s) / month
Included in plan:
  • Basic functionality

Standard

$845.00
1 server(s) / month
Included in plan:
  • Extended functionality

Pro

$1,015.00
1 server(s) / month
Included in plan:
  • Full functionality

FAQs:

    Who are the main user groups of this service?
  • Financial institutions, private banks, family offices, wealth managers, external asset managers etc.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, it does.

  • What are some applications this service is commonly used in tandem with?
  • CRM, Portfolio Management tool, Accounting tool etc.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, it does.

  • Does this service integrate with any other apps?
  • Yes, it does.

  • Does this service offer an API?
  • Yes, it does.

FAQs:

    What platforms does this service support?
  • Back-end is cloud based services that is accessed through browser from any location. Front-end could be on any platform (website, mobile app, sms...) as communication is over API interface.

  • Does this service offer an API?
  • Yes, front-end API, lead service API.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, access for multiple user with detailed access control.

  • Does this service integrate with any other apps?
  • Yes, list of integrations is available on our website and custom new integrations are always available.

  • Does this service offer guides, tutorials and or customer support?
  • Customer support and programming team is available for our clients. Documentation and training is also provided.

  • What are some applications this service is commonly used in tandem with?
  • All possible integration of third-party services, like:
    Money transfer API's
    Credit History checks
    Mailing services
    Reporting services
    Scoring services
    Anything that has internet based API.

  • What is this service generally used for?
  • It is used for loan origination and management. It forms a backbone of any effective loan bushiness.

  • Who are the main user groups of this service?
  • Startups and established loan lending businesses that offer variety of loan types.

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
69
Followers:
37

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Who uses Canopy
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses CreditOnline
  • Startups
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English, Russian, Bulgarian, Czech, Georgian, Polish, Latvian, Spanish, Lithuanian
Regional Restrictions:
No restrictions.
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