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Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Company
Facts about the company
Employees
11-50
Revenue
+2$M
Founded
2014
Ownership
- External investors (neither clients nor staff)
- Clients are also owners
- Key staff also have ownership
- Owned by management
Incorporated
Singapore
Locations
- Singapore|
- Zug (Switzerland)
Top 5 Markets
- Arab Emirates
- United Kingdom
- Switzerland
- Singapore
- Hong Kong
Total AUM
USD +58 billion
Clients
Facts about the clients
Focus
Single Family Offices
Serves also
- Individual Wealth Owners
- Multi family offices
- Financial advisors
- Banks
- Fund managers
Number
- UHNWIs & SFOs: +2,200
- RIAs & PBs: +50
Product
Get an overview of what this software does.
The basics
Basics about the product
Main tasks
- Consolidated Reporting
- Accounting
- Portfolio Management
- Data Aggregation
- Risk Management
- Impact/ESG Reporting
Top features
- Asset / Account Consolidation
- Investment / Portfolio Data Aggregation
- Multi-bank, multi-asset class, multi-currency reporting
- Data Visualization
- Data Analytics / Insights
- BPO
- Fully customized reporting on bankable and non-bankable assets, Real Estate, Art and more
- Insight messages via email / whatsapp to stimulate client action
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectibles
Compliance
- MiFID II
- GDPR
- FinSA/FinIA
Whitelabel
Yes
Download Detailed Feature ListTechnology
Look under the hood
Type Of Software
- Serviced Software
- SAAS
- Fully Standalone
Security
- Anonymity of Personally Identifiable Information
- International Security Standards
- Data And Database Encryption
- Ethical Hackers
- Firewall Systems
- 2fa Authentication
- Four-Eyes Updates And Improvements
- Restricted Access
- Staff Training
Integrations
- Plugs into any system via APIs
- Converts non-standardized data into the desired data format i.e. ViewPoint, Abacus, NavOne account software etc.
Mobile App
No
Reporting-specific features
They handle reporting like this
Type of data
Transaction level
Accuracy
- Price check with Bloomberg
- Ensure positions quantity match deposit/loan reinvestments
Custodians
+325
Time to new custodian
30 mins – 3 weeks
Multi-currency
- Can set multiple base currencies
- Can separate holding level gain/loss from currency gain/loss
Pricing & Co
Learn about the commercials
Cost structure
- Flat fee
- Data based
Average cost p.a.
- Single Family Office: USD 4,800 – USD 15,000
- Average RIA: USD 25,000 – 50,000
Support & Services
Learn what support and services you can expect
Support options
In person on site support, Dedicated contact, General contact mail or phone
Pricing of support
Free support
Onboarding
1 - 2 weeks if Canopy is processing PDF Bank Statements. If Canopy is processing data feeds, then 3 - 6 weeks.
Customisation
Analytics
Reporting (via Tableau BI SW integration
Individual SQL database can be customised
Fully customised reporting on PE, Real Estate, Digital Currencies (i.e. Bitcoin), Art Collection, Wine Collection and more.
Added services
Data entry
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