Canopy vs Aleta
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.
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.
Read moreAleta
Category
Consolidated Reporting
Gone are the struggles with inflexible portfolio systems and error-prone Excel sheets. We transform complex data into clear and crisp reports to unlock valuable insights that elevate your wealth strategy. With our intuitive interface, you get a complete overview of the entire family wealth presented in concise reports and dynamic visualizations.
Read moreCompany
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)
- 11-50
- 2006
- US and Denmark
- New York
- Copenhagen
- Aarhus
- United States of America
- Denmark
- United Kingdom
- Singapore
- Canada
- $100 billion+
- Owned by management
- Clients are also owners
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.)
- Single family offices
- Wealth managers
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
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
- Consolidated Reporting
- Portfolio Management
- Risk Management
- Impact & ESG
- Data Aggregation
- Governance
- Compliance
- Financial Statements
- A sleek and intuitive platform
- Business-Intelligence module with dynamic visualisations
- Performance reporting
- X-ray of public funds
- Sustainability insights
- Alternative investments overview
- Comparable Private-Equity overview
- Risk and exposure reporting
- Fee controlling and reporting
- Bank integrations
- Fully enabled API for export and import
- Bankable or Financial Assets & Funds
- Derivatives
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
- Private Equity & Direct Investments
- Real Estate
- Digital Assets & Crypto Currency
- MiFID II
- GDPR
- SOC 2
- SFDR
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
- SAAS
- Serviced software
- Microsoft
- Office 365 security integration
- Integration to ERP systems
- Microsoft Power BI
- Excel
- API
- Yes