Canopy is a cloud based Wealth Data Aggregation and Analytics platform. Canopy's clients are Family Offices, Wealth Managers, Private Banks, Trustees and Self Directed Traders.

How does Canopy work?

Canopy solves the challenges in complex family office reporting by: 1. Easy and efficient breed client reporting. 2. Seamless management of complex ownership structures through daily entity valuations and perspective trees. 3. Customisable dashboards. 4. Document storage. 5. Alternative asset/investment reporting. 6. Seamless integration with existing software systems.

How much does Canopy cost?

Canopy's pricing is structured either as an annual licensing fee, transaction fee, AuM fee, transaction use-based, or as a flat fee.

Canopy

State of the Art Reporting for Family offices and Wealth Managers

Singapore

Founded 2014

Technology Providers

Canopy is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.

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About Canopy

Headquartered in Singapore, Canopy is a cloud-based wealth data aggregate and analytics platform. Canopy provides an automated solution that ingests, aggregates, and analyses data from complex wealth portfolios. Covering all kinds of asset classes, markets and currencies, Canopy allows family offices to submit their data, with the platform doing the rest.

More Details

Attribute	Details
Categories	Accounting, Consolidated Reporting, Portfolio Management
Features	Ability to Whitelabel, Custom Development Service, Custom Reports, Full Multi-Currency Support
Target Segments	Fund manager, Independent financial or investment advisor, Multi-family office, Private bank, Private wealth owner, Single-family office

Documents

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Frequently Asked Questions

Canopy offers a completely customisable portfolio and wealth account aggregation, portfolio analytics, and client reporting software solution across multiple asset classes, markets, and currencies. Canopy can ingest data in any format—whether it's APIs, data feeds, PDFs, or more—allowing it to connect seamlessly with any bank, custodian, or fund administrator worldwide. Canopy is integrated with over 100 custodian's data globally.