Canopy vs Wize 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.
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canopy, family office software, portfolio management software, consolidated reporting software

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

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WIZE Logo

WIZE by TeamWork

Category
Portfolio Management

This Swiss, all-in-one Wealth & Asset Management solution offers an integrated data aggregation, CRM, accounting, amongst other services and including 100+ custodian automatic feeds for multi-asset, consolidated reporting. WIZE by TeamWork focuses on providing an intuitive user experience, rich and performing functionalities, and a transparent pricing model.

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Company
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

-


11-50


-


2010


  • Owned by management
  • Key staff also have ownership


Switzerland


  • Geneva
  • Luxembourg
  • Montréal
  • Singapore
  • Zurich


  • Switzerland
  • Singapore
  • Luxembourg
  • United Kingdom
  • Hong Kong


$40B


$600M

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


Financial advisors


  • Single family offices
  • Multi family offices
  • Fund managers
  • Banks


  • 6 banks
  • 66 Family offices/Advisors/Fund managers

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


  • Data Aggregation
  • Accounting
  • Consolidated Reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio Management
  • Trading (order only)
  • Risk Management


  • Consolidated reporting
  • CRM/KYC
  • Document Management
  • Trading (FIX or PDF)
  • Compliance (AML, MiFID2, FinSA, FIDLEG)
  • Risk Management
  • Performance Management
  • Fees invoicing and controlling
  • E-banking & Mobile App
  • Profitability
  • Multi-custodian data feeds


  • All financial assets
  • Private equity
  • Real estate
  • Rare collectibles
  • Loans
  • Mortgages
  • Insurances
  • Credit cards


  • MiFID II
  • FinSA/FinIA
  • 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


  • Serviced Software
  • SAAS
  • Fully Standalone


  • 2 factors authentication
  • SSL encrypted connection
  • Industry standard back-ups rolling plan (DRP & BCP tested plans)
  • Regularly audited by our different client’s auditors (i.e. EY, PwC, Deloitte)
  • ISO 27001 certified


  • Java
  • Linux


  • Sage BOB 50 (accounting)
  • ELO (workflows)
  • Investment Navigator (mutual funds selection)
  • Bearing Point (CRS, Fatca, Tax reporting)
  • FinQuartz (news)
  • Performance Watcher (peers comparison)
  • Other software on request


Yes

Simple solutions for complex times.