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.
About Little Green Light
Little Green Light is a flexible donor management and fundraising platform that can be customized to fit the needs of your nonprofit thanks to a wide array of software that can be integrated with the platform. Through an intuitive user interface, Little Green Light simplifies the daily tasks of managing donor records, executing fundraising campaigns, maintaining constituent relationships, pulling reports, online fundraising, and more. Additionally, Little Green Light offers fast and efficient customer service, and weekly training sessions and Q&A webinars. Numerous nonprofits have leveraged the technology and capabilities of Little Green Light to exceed fundraising goals and growth expectations.