Account Aggregation, Portfolio Analytics and Client Reporting Platform
For Family Offices and Wealth Managers
Client portfolio data management and client report generation is a core yet traditionally resource heavy, time consuming and costly operations for Family Offices and Wealth Managers. Canopy takes out the pain, drastically reduces the cost and impressively improves the quality of outputs of your client data and reports.
or any data source
Be your clients’ most trusted advisor with better data, insight and communication.
Canopy processes client portfolio data anonymously without client personally identifiable information.
Completeness and accuracy of portfolio data ensured by capturing and reconciling all transaction, holdings and cash data.
Help your clients make sense of their whole wealth with the Canopy Visualizer, run deep portfolio analysis with Canopy Analytics
Create scheduled and on-demand client reports with fully customizable contents and formats.
Fast and Cost Effective
Just upload your clients’ PDF statements, and Canopy takes care of the rest. Flat platform pricing available.
Canopy is a cloud software and a service platform that simplifies client portfolio data entry, processing, reconciliation, analysis and report generation for Family Offices and Wealth Managers.
Awards & Recognition