DATA ANALYTICS AND VISUALIZATION

Canopy Analytics Process

Canopy Analytics Process

Read more about Canopy's Analytics Process.

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Segregated Database

Segregated Database

Canopy cleans and standardizes each customers data and puts it in a separate PostgreSQL database.

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Infinitely Configurable Calculations

Infinitely Configurable Calculations

Canopy is a transaction only booking system. Click the link to know more.

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High End Customized Reporting

High End Customized Reporting

All our customers expect to see high end reporting from Canopy. Our technology allows us to Hyper Personalize these reports as well.

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Financial Metrics Dashboards

Financial Metrics Dashboards

Fully configurable Asset Classification. Users can choose to classify asset classes, sub-asset classes, geography as they wish.

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Private Equity Dashboards

Private Equity Dashboards

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Real Estate Dashboards

Real Estate Dashboards

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Making a New Dashboard

Making a New Dashboard

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Explainer (Most Used Feature)

Explainer (Most Used Feature)

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Meta Data Analytics

Meta Data Analytics

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Fund Look Through

Fund Look Through

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Demo of the Analytics Process

Demo of the Analytics Process

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Preparing Your Bank Statements for Upload

Preparing Your Bank Statements for Upload

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What Information to Anonymize

What Information to Anonymize

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How to Anonymize Your Statements

How to Anonymize Your Statements

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Canopy Visualizer Features

Canopy Visualizer Features

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