CFO Family Reporting vs Canopy

You are looking for alternatives to CFO Family Reporting. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

CFO Family Reporting

Reporting

USA based company, CFO Family is an independent back-office reporting service that leverages third-party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors.

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.

Employees

0-10

Revenue

Founded

2021

Incorporated

Locations

United States of America

Top 5 Markets

Total AUM

Avg. AUM per client

Ownership

Owned by management

50-100

$2.5 million +

2014

External investors (neither clients nor staff)
Clients are also owners
Key staff also have ownership
Owned by management

Singapore

Singapore

Singapore
Hong Kong
United Arab Emirates

$174 billion+

$30 million+ (per HNWI)

Client

Focus

Individual wealth owners
Single-family offices
Multi-family offices

Secondary focus

Banks
Endowments
Foundations
Investment & Financial Advisors (RIAs/IFAs)
Multi-family offices
Pensions
Software and technology providers

Single-family offices

Individual wealth owners
Multi-family offices
Financial advisors
Banks
Fund managers

+2,400 UBOs (of which +20 billionaires) and approx. +350 wealth managers (i.e. SFOs, MFOs, RIAs, EAMs, WMs, PBs, trustees & etc.)

Product

Main Tasks

Holistic View of Net Worth
24/7 Monitoring & Alerting
Document Storage & Management
Portfolio Analytics and Reporting

Top features

Family Communication Portal
Accounting, Tax and General Ledger
AI-Powered Automation
Global Financial Aggregation
Estate and Trust Management
Military Grade Security

Assets supported

Art & Collectibles
Direct Investments
Private Equity
Real Estate
Venture Capital

Assets supported

Alternatives
Art & Collectibles
Commodities
Cryptocurrency
Gold & Precious Metals
Hedge Funds
Infrastructure
Insurance
Music Royalty
Private Debt
Private Equity
Direct Private Equity
Private Equity Funds
Venture Capital
Real Estate
Commercial
REITS
Residential
Warehousing & Industrial
Bankable or Financial Assets & Funds
Cash & Equivalents
Digital Assets & Crypto Currency
Equities
Developed Markets
Developing Markets
Fixed Income
Developed Markets Fixed Income
Developing Markets Fixed Income
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Other
Private Equity & Direct Investments
Real Estate

White Label

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

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

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

MiFID II
GDPR
FinSA/FinIA

Technology

Serviced software
SaaS
Fully standalone

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

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.

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CFO Family Reporting vs Canopy

You are looking for alternatives to CFO Family Reporting. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.