Canopy vs AgilLink

You are looking for alternatives to Canopy. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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canopy, family office software, portfolio management software, consolidated reporting software

Canopy

Category
Consolidated Reporting

New York based Canopy is a turnkey and fully customizable software solution, offering private & anonymous wealth account aggregation, portfolio analytics and client reporting. Covering all kinds of asset classes, markets and currencies, Canopy allows family offices to submit their data, with the platform doing the rest.

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AgilLink

Category
Accounting

AgilLink enables firms to scale their bill pay and client accounting operations while adding more control and security. Our solution automates the bill payment lifecycle by integrating document imaging, approval workflow, embedded banking, financial accounting and investment data integration.

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Company
Employees

  • 50-100

Revenue

  • $2.5 million +

Founded

  • 2014

Ownership

  • External investors (neither clients nor staff)
  • Clients are also owners
  • Key staff also have ownership
  • Owned by management

Incorporated

  • Singapore

Locations

  • United States of America
  • Singapore
  • Switzerland

Top markets

  • United States of America
  • Singapore
  • Hong Kong
  • Switzerland
  • United Arab Emirates
  • United Kingdom

Total AUM

  • $174 billion+

Avg. AUM per client

  • $30 million+ (per HNWI)


50-100


-


1976


An RBC company and affiliate of City National Bank


United States of America


El Segundo, California


United States


-


-

Client
Focus

  • Single-family offices

Serves also

  • Individual wealth owners
  • Multi-family offices
  • Financial advisors
  • Banks
  • Fund managers

Number

  • +2,400 UBOs (of which +20 billionaires) and approx. +350 wealth managers (i.e. SFOs, MFOs, RIAs, EAMs, WMs,  PBs, trustees & etc.)


Multi-family offices


  • Single family offices
  • Investment & Financial Advisors (RIAs/IFAs)


Over 300 clients and 5000 users

Product
Main tasks

  • Consolidated reporting
  • Accounting
  • Portfolio management
  • Data aggregation
  • Risk management
  • Impact/ESG reporting
  • Backoffice

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
  • General ledger
  • Data sovereignty where each
    client gets their own database for 24/7 write/access

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles

Compliance

  • MiFID II
  • GDPR
  • FinSA/FinIA

Whitelabel

  • Yes


  • Accelerator
  • Data aggregation
  • Portfolio management
  • Consolidated reporting
  • Accounting


  • Integrated accounting
  • Mobile App
  • Transparency
  • Data aggregation and management
  • Consolidated and bespoke reporting


  • Alternatives
  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectables (luxury cars, boats, high-value jewellery)


-


Yes

Technology
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
  • ISO 27001 certified

Ecosystem

-

Integrations

  • Plugs into any system via APIs
  • Xero
  • Sage
  • Quickbooks
  • PowerBI
  • Converts non-standardized data into the desired data format i.e. ViewPoint, Abacus, NavOne account software etc.

Mobile App

  • Yes


Serviced software, SAAS


-


-


  • Addepar
  • Risclarity
  • InvestLink


Yes