Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.
Canopy is a Turnkey Service; Our service includes data-upload, data cleansing, customer support etc., We also do any customization required, You drop off your data (PDF statements, XLS sheets, Bank datafeeds etc.) and we do the rest. We cover all asset classes in all markets in any currency (whether held directly or with a custodian); Bond, Equities, Derivatives, Cash, Private Equity, Structured Trades, Real Estate, Art, Cars, Yachts, Personal Loans, etc. We process your data and reports are available to you in any format; PDF, Powerpoint, Online, Mobile App and Email