Compare Canopy vs Onehub vs Katipult

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Crozscore:

69%
what is this?
60%
25%
interest falling

Crozscore:

84%
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81%
47%
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Crozscore:

64%
what is this?
32%
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:

Onehub offers straightforward enterprise file sharing for businesses of any size.

Onehub features:

VIRTUAL DATA ROOMS
Whether you're in M&A, accepting bids from multiple vendors, or just want an additional layer of privacy, Onehub virtual data provide you with the augmented protections you need.

CLIENT PORTAL
Customize your Workspaces and choose to run Onehub on your own domain to streamline communications with your clients, customers and vendors.

ITEM-LEVEL INVITATIONS
Invite users to the exact folder, subfolder, or file you want them to see. Share precise files without granting permission to an entire Workspace or folder.

ROLES
Assign narrowly defined roles as needed, limiting access to your files with strict permissions such as Downloader, Printer, and Viewer.

AGREEMENTS
Share your work on your terms by enacting custom agreements users must accept before accessing your files.

YOUR LOGOS AND COLORS
Upload your company logo and pair it with a custom color to create a truly branded experience. Create different color schemes across different Workspaces for an easier, more visual workflow.

CUSTOM DOMAINS
Give your Workspaces a fully polished look by accessing them from a domain of your choosing. Once activated, all invitations and links will point users to your custom domain.

WHITE LABEL
Add white label support to your account to remove all Onehub branding so that it looks and feels more familiar to your users. Additionally, you can forward Onehub communications through a custom email alias of your choosing.

OBJECT-LEVEL SECURITY
The Onehub permissions system is simple yet incredibly powerful. Add permissions to your account, a Workspace, a folder, a file, or a single link. This gives you complete control over what users can view, print, download and modify.

AUDIT TRAILS
Keep track of who has accessed your content and which files have been seen, downloaded, or edited.

DOCUMENT WATERMARKS
Automatically generate watermarks across your documents to identify your materials, help prevent leaks, and protect your property.

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:

  • Password & Access Management
  • History/Version Control
  • Dashboard
  • File Sharing
  • Google Apps Integration
  • Multi-User
  • Notifications
  • API
  • 2-Factor Authentication

Features:

Summary:

    No key features associated with this application.

Summary:

  • Enterprise file storage and sharing.

  • Easy virtual data room creation

  • Create branded client portals

Summary:

    No key features associated with this application.

Team

$29.95
3 user(s) / month
Included in plan:
  • Unlimited Workspaces
  • 1 TB storage
  • Enterprise Grade Security
  • Custom branding

Business

$99.95
5 user(s) / month
Included in plan:
  • Unlimited Storage
  • Enterprise grade security
  • Custom branding
  • Data room
  • Audit trails

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:

    Does this service integrate with any other apps?
  • Onehub features a tight integration with Google Docs.

  • Who are the main user groups of this service?
  • Law firms, financial services, SMB and mid-market companies, industrial, pharma

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. Create Workspaces to hold folders and files. Use our role-based permission to narrowly define how users can interact with your content.

  • What platforms does this service support?
  • Web-based, native iOS and Android apps.

  • Does this service offer guides, tutorials and or customer support?
  • Video tutorials and live support.

  • What is this service generally used for?
  • File storage and sharing, collaboration, data rooms and client portals

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
68
Followers:
36

Publisher:

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

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 Onehub
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

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