DATA ANALYTICS AND VISUALIZATION

Canopy Analytics Process

We offer the best investment portfolio management software for your business development needs. Learn more about our software solutions on this page today.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Segregated Database

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Infinitely Configurable Calculations

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

High End Customized Reporting

Wealth management reporting software is highly ideal when setting up a family office in North America. See why you should choose our software solution today!

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Financial Metrics Dashboards

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Private Equity Dashboards

Offer your clients the best and most innovative real estate experience when investing in for a property. Choose our private equity reporting software today!

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Real Estate Dashboards

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Making a New Dashboard

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Explainer (Most Used Feature)

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Meta Data Analytics

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Fund Look Through

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Demo of the Analytics Process

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Preparing Your Bank Statements for Upload

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

What Information to Anonymize

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

How to Anonymize Your Statements

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Canopy Visualizer Features

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.