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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 iiPay

iiPay sharply reduces dependence on in-country payroll processors and its gross-to-net engine provides a clean, comprehensive view into an organization’s global payroll landscape.

iiPay has been implemented at more than 270 businesses in more than 150 countries, making them more efficient, compliant and adaptable with improved employee productivity and satisfaction.

About Onehub

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.

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
  • Application Tracking
  • Attendance Tracking
  • Budgeting
  • Calendar Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Employee Database
  • Employee Incentive Management
  • Expense Tracking
  • External Integrations
  • Feedback Management
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • Onboarding
  • Payroll
  • Scheduling
  • Tax Management
  • Timesheets
  • Travel Management
  • Vacation Calendar

Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Email Integration
  • External Integrations
  • Google Apps Integration
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling

Summary

    No key features associated with this application.

Summary

    No key features associated with this application.

Summary

  • Enterprise file storage and sharing.

  • Easy virtual data room creation

  • Create branded client portals

Pricing

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

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

    No FAQs associated with this application.

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

Vendor Information

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

Vendor Information

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

Vendor Information

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

Other

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

Other

Who uses iiPay
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
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.
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