Compare Canopy vs Formula Stocks vs Katipult

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Crozscore:

68%
what is this?
28%
no significant changes

Crozscore:

44%
what is this?
22%
interest falling

Crozscore:

70%
what is this?
32%
no significant changes
Canopy screenshot view 2 more Formula Stocks screenshot Katipult screenshot view 2 more

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:

Formula Stocks is a service, which gives you access to high quality stock recommendations. Use these in your own account. Or mirror our model portfolio, which have outperformed the S&P 500 88% of the time.

Historically, 89-92% of all our recommendations have been successful. If you had bought random high-quality stocks, only approx. 59% of these would have earned a positive return. A staggering difference.

We specialize in high-probability investments – a high probability of long-term gain combined with a low probability of loss. We prefer to buy good businesses at fair prices with a margin of safety, shielding us from some downside, while enjoying the upside of owning businesses that earn a meaningful return on capital.

Our recommendations and model portfolio are based on timeless and proven investment principles, mathematical probabilities and sound logic. They are scientifically quantifiable, which means that every principle used can be proven to work using the scientific method.

Software Description:

Katipult allows companies to design, setup, and manage an investment crowdfunding platform across multiple distribution channels including web, mobile, and social media.

Grow Your investor Network
Effectively market your deals to your network of accredited or retail investors. Allow investors to follow and monitor the progress of investments in an easily accessible, centralized platform.

Efficiently Manage Your Investors
End-to-end process automation for all aspects of investor relations. Stop using spreadsheets and email as your primary organizational tools for investor management.

Streamline Your Deal Flow Administration
Back Office tools that enable you to spend less time and money on administration while remaining fully compliant with jurisdictional securities regulation.

Features:

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

Features:

Features:

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Standard

Free
Included in plan:
  • Digital Signatures
  • Earnings and Repayments
  • Investment CRM

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 are some applications this service is commonly used in tandem with?
  • Brokers

  • Does this service offer guides, tutorials and or customer support?
  • Customer support 7 days a week.

  • Who are the main user groups of this service?
  • Anyone interested in investing with above-average returns and lower risk.

  • What is this service generally used for?
  • Bettering investment performance

FAQs:

    No FAQs associated with this application.

Publisher:

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

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
176
Followers:
24

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
2.45k

Other:

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

Other:

Who uses Formula Stocks
  • Personal
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Katipult
  • SMEs
Languages:
Spanish, French, Thai, Arabic, English, Indonesian, Chinese, German
Regional Restrictions:
No restrictions.
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