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75%
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54%
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75%
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interest falling
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About Canopy

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 Formula Stocks

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.

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.

Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-Currency
  • Multi-User
  • Notifications
  • BitCoin
  • PayPal
  • Stripe

Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-Currency
  • Multi-User
  • Notifications
  • BitCoin
  • PayPal
  • Stripe

Features

  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Email Integration
  • File Sharing
  • Multi-User
  • Notifications
  • Payment Processor
  • Scheduling

Summary

    No key features associated with this application.

Summary

    No key features associated with this application.

Summary

  • Scalable cloud-based fundraising donor management CRM

  • SaaS fundraising and donor management software

  • Cloud based fundraising and donor management software

  • Affordable cloud based donor management CRM for nonprofits

  • Nonprofit constituent relationship management software

  • Nonprofit fundraising and donor record management software

  • Nonprofit online donation forms and donor management

  • Academia and education alumni management software

Pricing

Up to 2,500 Constituents

$39.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking

Up to 5,000 Constituents

$49.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking
  • Customized mailings

Up to 10,000 Constituents

$59.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking
  • Customized mailings

Up to 20,000 Constituents

$69.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking
  • Customized mailings

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

    What is this service generally used for?
    • Donor management
    • Fundraising
    • Event tracking
    • Online donations
    • Custom reporting
    • Import and export data
    • Gift and pledge tracking
    • Constituent relationship management
  • What are some applications this service is commonly used in tandem with?
    • Zapier
    • QuickBooksOnline
    • Wufoo
    • Stripe
    • PayPal
    • ProPay
    • Constant Contact
    • Mail Chimp
    • SmartyStreets
  • Does this service integrate with any other apps?
    • Task Automation: Zapier
    • Accounting: QuickBooks Online
    • Email: Constant Contact, MailChimp, Mandrill
    • Forms: Wufoo, Formstack
    • Payment Processing: Stripe, PayPal, ProPay
    • Donor Prospecting: Wealth Engine, DonorSearch
    • Fundraising Analytics: Fundraising Report Card
    • Address Validation & Geocoding: SmartyStreets
  • Does this service offer multi-user capability (e.g. teams)?
  • There is no limit on the number of users that can be added. Admins can create user roles.

  • Who are the main user groups of this service?
    • Nonprofits
    • Academia and higher education
    • Churches and religious organizations
  • What platforms does this service support?
    • Windows
    • Mac
  • Does this service offer guides, tutorials and or customer support?
    • Fast and efficient customer support
    • Product training webinars
    • Q&A webinars
    • Knowledge Base
    • eBook downloads

Vendor Information

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
Followers:
40

Vendor Information

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

Vendor Information

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

Other

Who uses Little Green Light
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.
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