Audience
Wealth managers and family offices needing a solution to aggregate, analyze, and report on diverse portfolios with custom strategies and high‑end visualizations
About Canopy
Canopy is a financial data‑aggregation and analytics platform that consolidates portfolio data from any source, PDFs, Excel/CSV, APIs, SWIFT, custodians, and private banks, across all asset classes (equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, crypto, art, wine, collections, etc.) and all currencies and geographies. It cleans, standardizes, and merges data into segregated PostgreSQL databases, one per client, enabling direct query access via an Excel add‑in or read/write database access and integration with other systems. Transactions are automatically processed to calculate asset allocation, performance, P&L, volatility, VaR, cash flows, risk analytics, and other financial metrics. Users can define unlimited “strategies”, custom groupings of transactions (by asset class, sector, account, security, etc.), and run infinitely configurable calculations via the web interface or Excel add‑in.
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Company Information
Canopy
Founded: 2013
Singapore
www.canopy.cloud/
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Product Details
Platforms Supported
Cloud
Training
Documentation
In Person
Support
Phone Support
Online
Canopy Frequently Asked Questions
Q: What kinds of users and organization types does Canopy work with?
Canopy works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Canopy support in their product?
Canopy supports these languages: English.
Q: What kind of support options does Canopy offer?
Canopy offers support via phone support and online.
Q: What other applications or services does Canopy integrate with?
Canopy integrates with: Microsoft Excel, Google Sheets, and PostgreSQL.
Q: Does Canopy have an API?
Yes, Canopy has an API.
Q: What type of training does Canopy provide?
Canopy provides training in the form of documentation and in person.
