Canopy

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

References

Request References

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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 List

Technology

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

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

Other companies that offer similar services

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