sign inCanopy vs FA Solutions Comparison
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
Singapore-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 more
FA Solutions
Category
Portfolio Management
Developed in Finland, FA Solutions is a cloud-based software platform with a modularized approach to various functions from accounting, consolidated reporting, risk management to Impact / ESG reporting. The scalable platform allows clients to select the features they need immediately, but with the functional coverage they need to grow as their businesses do.
Read moreCompany
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
Avg. AUM per client
-
50-100
-
1999
- Owned by management
- Key staff also have ownership
Finland
- London
- Helsinki
- Stockholm
- Riga
- Norway
- Singapore
- Switzerland
- United Arab Emirates
- United Kingdom
$+100B
$500M-5B
Client
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
Multi-Family Offices
- Single-Family Offices
- Fund managers
- Financial advisors
- Banks
70
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
- Accounting
- Consolidated Reporting
- CRM
- Governance
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio Management
- Trading (orders only)
- Data Aggregation
- Risk Management
- Impact/ESG Reporting
- Portfolio & Trade order management
- Analytics
- Compliance
- Corporate actions
- Fee management
- Reconciliation
- FA Client Front
- Reporting
- Accounting
- Client Management
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- MiFID II
- GDPR
- AIFMD
- UCITS
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
Ecosystem
-
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
SaaS
- Layers approach
- Two-factor authentication ISO Certified hosting partners
- SSL encryption
- 3rd party annual penetration test audit trail
- Microsoft
- Java
- MS Office
- M2 wealth
- Various custody connections
- Bloomberg
- MorningStar
- Nasdaq
- Calastone
- Azure
Yes