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Canopy

Category
Consolidated Reporting
HQ
Singapore

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

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

    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

    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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