Canopy

Canopy is a cloud based Wealth Data Aggregation and Analytics platform. Canopy's clients are Family Offices, Wealth Managers, Private Banks, Trustees and Self Directed Traders.

Canopy offers a completely customisable portfolio and wealth account aggregation, portfolio analytics, and client reporting software solution across multiple asset classes, markets, and currencies. Canopy can ingest data in any format—whether it's APIs, data feeds, PDFs, or more—allowing it to connect seamlessly with any bank, custodian, or fund administrator worldwide. Canopy is integrated with over 100 custodian's data globally.

Canopy solves the challenges in complex family office reporting by: 1. Easy and efficient breed client reporting. 2. Seamless management of complex ownership structures through daily entity valuations and perspective trees. 3. Customisable dashboards. 4. Document storage. 5. Alternative asset/investment reporting. 6. Seamless integration with existing software systems.

Canopy's pricing is structured either as an annual licensing fee, transaction fee, AuM fee, transaction use-based, or as a flat fee.