State of the Art Reporting
for Family offices
and Wealth Managers

    3

    locations

    2200+

    Active End-clients

    160+ BILLION

    Assets under Reporting

    87000+

    UNIQUE ASSETS
    TRACKED

    325

    aggregated custodians

    PROUDLY FEATURED ON

    Data Security is of Utmost Importance

    Canopy meets international information security standards and is IS0-27001 certified.

    dATABASE ENCRYPTION

    All our databases are encrypted with 256-bit keys (AES-256). Industry consensus is that it would take a supercomputer millions of years to crack the encryption via a brute force attack.

    COMMUNICATION

    All data sent to the web browser is encrypted (with technology such as HTTPS). This means that third parties need to break the encryption to see what is being sent to your browser.

    ETHICAL HACKERS

    We regularly engage professional ethical hackers to try, and break into our infrastructure and assess all security aspects.

    Active monitoring

    We use active monitoring tools that ensure all our software code matches the highest security standards.

    firewalls

    Our infrastructure is secured behind advanced firewall systems. We also have high-end anti-virus and anti-malware scanning our systems.

    2 factor authentication

    We practice two factor authentification. 2FA provides an additional layer of security beyond strong passwords.

    A family office and wealth managment software Trusted by Top Private Banks and Advisors

    Intuitive, flexible and comprehensive for all types of users.

    Reporter

    Canopy Manager enables wealth managers to perform advanced analysis across clients and deepen client engagement..

    - Collectively review multiple client portfolios at one go
    - Calculate the performance on any basket of transactions you create 
    - Order or design your own high-end customized reports

    Visualiser

    An intuitive and interactive web application that allows the user to view their consolidated portfolio.

    - Secure access via mobile phone or computer
    - Customizable asset classifications
    - View combination of accounts and securities

    Analytics

    The Canopy Analytics module allows for custom analytics and complete access to the enriched data.

    - Custom performance and risk analytics
    - Cashflows calculations
    - Key financial metrics with a single click

    Reporter

    The Canopy Reporter allows users to generate consolidated or individual account reports with the click of a button.

    - Export in Powerpoint or PDF
    - Generate template or custom reports
    - High-level summaries or detailed analytics

    Our Team

    We are the Finance and Technology experts

    Tanmai sharma

    chief executive Officer
    Tanmai used to be a Managing Director (Credit Trading) at Deutsche Bank before founding Canopy. He enjoys Trading and Coding.

    ERYN WU

    Chief Operating Officer
    Eryn was a Hedge Fund Valuations Specialist at Citco and a founding member of an investment firm. She enjoys trading options and crypto.

    shamara pereira

    Chief Product Officer
    Shamara was a Fx Sales Dealer at Deutsche Bank and has a MBA from NUS Business School. She enjoys music and cooking

    Prashant Surana

    Chief Technology Officer
    Prashant was VP of Product & Engineering at Zimbra email platform at Synacor, also part of VMware and Yahoo! before joining Canopy. He is a strong believer of quality and innovation.

    Sinan Biren

    Head, business Development & Executive Board Member
    Sinan is based in our office in Switzerland and was formerly with M2 Wealth and Dell EMC. He enjoys travelling with his family.

    MANYA CHEN

    Head, business expansion & client success
    Manya was a Sales Manager at Saxo Capital Markets before joining Canopy. She enjoys going for long walks while listening to podcasts.

    huongdo

    head, Data Products
    Graduated from NUS School of Computing, Huong is passionate about building products that help transform people's lives. She enjoys cooking and gardening.

    Zhang zhenyi

    Head, Data transformation & Analytics
    Graduated at the top of his class in SUSS BSc Finance, Zhenyi is an ex-firefighter who finds joy in making sense of data. He also enjoys trading crypto.

    Speak to Us

    Kindly allow for 2 working days for response.

    Thank you! Your submission has been received!
    Oops! Something went wrong while submitting the form.

    Singapore (HQ)

    Canopy Pte. Ltd.

    151 Chin Swee Road, Manhattan House #04-08 Singapore 169876

    +65 9648 3706

    ZURICH

    Canopy Europe AG

    Rigistrasse 2, 6300 Zug - Switzerland

    +41 44 586 0012

    NEW YORK

    Canopy.Cloud Inc.

    99 Hudson Street, 5th Floor

    New York NY 10013

    Connect via email at hello@canopy.cloud

    FREQUENTLY ASKED Questions

    If you have any further questions, feel free to get in touch with our team.

    Custodians with a direct datafeed

    The list of custodians with a datafeed connection to Canopy is updated regularly here. Typically a setup fee and monthly maintenance charges apply for datafeed integrations. Credit Suisse clients, however, can enjoy certain datafeeds for free.

    Types of assets Canopy can accept

    Canopy can process data for all financial and non-financial assets. This includes private equity, real estate, wine and collections and more.

    Format of data to be provided

    Canopy accepts data in computer-generated PDF format, excel, and data delivered through datafeeds. We do not accept scanned PDF statements due to data inaccuracies stemmings from low-quality scans.

    Features included in Canopy Subscription

    Simply put, your Canopy Subscription includes all the features available in a Canopy Demo account. Do not hesitate to request for a free Demo account for clarity. The subscription fee does not include customized features and dashboards not available in the Demo account.

    Turnaround time for data processing

    The turnaround time for datafeed processing is 1 working day. For ePDF processing, the processing time varies between 3-5 working days.

    Adding transactions to Canopy myself

    Currently this is not possible. However the Self-service module is currently being built. We target for this to be ready by Q2 2021.

    Languages supported

    English, Simplified Chinese, Traditional Chinese and German