Canopy vs KeeSystem

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

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.

KeeSystem

Portfolio Management

KeeSystem is a fintech company specialized in the wealth management digitalization. Thanks to our KeeSense software, our clients get access to an enhanced version of their business, automatically connected to their ecosystem, hence mastering the challenges of the financial industry.

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

Singapore

Top markets

Singapore
Hong Kong
United Arab Emirates

Total AUM

$174 billion+

Avg. AUM per client

$30 million+ (per HNWI)

11-50

<$50 million

2009

Owned by a larger corporation
Owned by management

Switzerland

Monaco
Geneva
Luxembourg

Switzerland
Luxembourg
Monaco
Belgium
United Kingdom

$25 billion

–

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)
Banks

–

Product

Main tasks

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

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 (Equities, Fixed income, Funds, and Derivatives)
Private equity
Real estate
Rare collectibles

Compliance

MiFID II
GDPR
FinSA/FinIA

Whitelabel

Compliance
Consolidated Reporting
CRM
Data Aggregation
Portfolio Management
Risk Management

Ability to Whitelabel
Banking Providers
Custom Development Service
Full Multi-Currency Support
Mobile App
Proven Agility
Sustainability
Transparency
Visionary Purpose
Digital Excellence

All assets can be included into our KeeSense solution, with a manual or automated data feed.
Bankable or Financial Assets & Funds
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Private Equity & Direct Investments
Real Estate

MiFID II
FinSA/FinIA

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

Serviced software
Fully standalone
SAAS

–

KeeSense can be connected to a large number of other tools/softwares through our API, for example:
Office 365
Excel
Teams
Slack
Tableau
WorldCheck
Performance Watcher

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