Canopy vs eXeer by Point Group
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 morePoint
Category
Data Aggregation
The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth. eXeer acts as the family offices ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers.
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)
- 0-10
–
- 2017
- Owned by management
- Key staff have ownership
- External investors
- UK
- UK
- UK
- Switzerland
- UAE
- USA
–
–
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,
- Multi-family offices,
- Private Banks,
- Wealth Consolidators
- Asset servicing companies, trusts,
- Investment & Financial Advisors (RIAs/IFAs)
- 0 – 10
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
- Data Aggregation
- Investment Book of Record (IBOR)
- Advanced Portfolio Analysis
- Consolidated Total Wealth Client Reporting
- Data Sharing & Integration
- Data Aggregation & Reconciliation
- Independent Investment Book of Record (IBOR)
- AI Data Assistant
- Consolidated Client Reporting
- Custom Client Reporting
- Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
- Multi-geography & Multi-currency
- Open Data Sharing & Integration
- Bankable or Financial Assets & Funds
- Private Equity & Direct Investments
- Real Estate
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
–
- 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
- Hosted on Azure
- Encrypted
- Multi-factor Authentication
–
- Custom: Point API Open Data Sharing Toolkit
- Expersoft PM1
- Orca
- Moneyinfo
- Investglass CRM
- Yes (via integration partner)