Canopy Analytics Process

Canopy Analytics Process

Read more about Canopy's Analytics Process.

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

Segregated Database

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

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

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.

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

Financial Metrics Dashboards

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

Private Equity Dashboards

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

Real Estate Dashboards

Real Estate Dashboards

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

Making a New Dashboard

Making a New Dashboard

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

Explainer (Most Used Feature)

Explainer (Most Used Feature)

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

Meta Data Analytics

Meta Data Analytics

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

Fund Look Through

Fund Look Through

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

Demo of the Analytics Process

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

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

What Information to Anonymize

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

How to Anonymize Your Statements

How to Anonymize Your Statements

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

Canopy Visualizer Features

Canopy Visualizer Features

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