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What is Canopy?

"Canopy is a financial data aggregation, visualization, analytics, and reporting platform for high net-worth individuals and their wealth managers to make sense of their data."

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.

Canopy scored 77/100 in the Financial Services category. This is based on user satisfaction (55/100), press buzz (33/100), recent user trends (falling), and other relevant information on Canopy gathered from around the web.

The score for this software has improved over the past month. What is this?

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Financial Services Market Radar

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Canopy Product Overview

Languages: English

Canopy Features

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

Canopy FAQs

Who are the main user groups of Canopy?

Financial institutions, private banks, family offices, wealth managers, external asset managers etc.

Does Canopy offer multi-user capability (e.g. teams)?

Yes, it does.

What are some applications Canopy is commonly used in tandem with?

CRM, Portfolio Management tool, Accounting tool etc.

Does Canopy offer guides, tutorials and or customer support?

Yes, it does.

Does Canopy integrate with any other apps?

Yes, it does.

Does Canopy offer an API?

Yes, it does.

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