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CANOPY INTEGRATIONS
Integrations

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Last Updated: ‎‎‎‎‏‏‎ ‎
January 24, 2023

Hubspot for CRM

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INTRODUCTION
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Welcome to Canopy

Welcome to Canopy
INTRODUCTION
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We connect to every Bank in the world

We connect to every Bank in the world
INTRODUCTION
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List of Automated Data Feeds

List of Automated Data Feeds
INTRODUCTION
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Canopy Use Cases

Canopy Use Cases
INTRODUCTION
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Pricing

Pricing
DATA ANALYTICS AND VISUALIZATION
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Canopy Analytics Process

Canopy Analytics Process
DATA ANALYTICS AND VISUALIZATION
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Segregated Database

Segregated Database
DATA ANALYTICS AND VISUALIZATION
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Infinitely Configurable Calculations

Infinitely Configurable Calculations
DATA ANALYTICS AND VISUALIZATION
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High End Customized Reporting

High End Customized Reporting
DATA ANALYTICS AND VISUALIZATION
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Financial Metrics Dashboards

Financial Metrics Dashboards
EXTRACT TABLES FROM PDFS
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Extraction of tables from PDF documents

Extraction of tables from PDF documents
EXTRACT TABLES FROM PDFS
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How does Canopy Extract work?

How does Canopy Extract work?
EXTRACT TABLES FROM PDFS
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PDF Extract Demo (45 sec)

PDF Extract Demo (45 sec)
EXTRACT TABLES FROM PDFS
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Canopy UL 2.0

Canopy UL 2.0
EXTRACT TABLES FROM PDFS
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List of Supported Formats for Canopy Extract

List of Supported Formats for Canopy Extract
META DATA ANALYSIS
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Evergrande likely a non-issue as investors started exiting in February

Evergrande likely a non-issue as investors started exiting in February
META DATA ANALYSIS
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Selling across the board as ‘Fall’ season hits the markets

Selling across the board as ‘Fall’ season hits the markets
META DATA ANALYSIS
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Interest rate ‘Netflix drama’ continues and signs of recovery in HKD equities

Interest rate ‘Netflix drama’ continues and signs of recovery in HKD equities
META DATA ANALYSIS
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Interest Rate traders finally agree with Bond traders and everyone sells

Interest Rate traders finally agree with Bond traders and everyone sells
META DATA ANALYSIS
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Tech takes a backseat, China panic subsides as summer break continues

Tech takes a backseat, China panic subsides as summer break continues
DATA UPLOAD & CLEANSING
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Canopy Data Cleansing Process

Canopy Data Cleansing Process
DATA UPLOAD & CLEANSING
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Typical Bugs Found in Custodian Statements

Typical Bugs Found in Custodian Statements
STRUCTURED DERIVATIVES
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What are Structured Derivatives

What are Structured Derivatives
STRUCTURED DERIVATIVES
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Comprehensive Risk Report in Excel

Comprehensive Risk Report in Excel
STRUCTURED DERIVATIVES
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Risk Report in Chart format

Risk Report in Chart format
CANOPY INTEGRATIONS
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Integrations

Integrations
CANOPY ACCOUNT STRUCTURE
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Introduction to Accounts

Introduction to Accounts
ADVANCED USERS
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Installing the Excel Add-in

Installing the Excel Add-in
ADVANCED USERS
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Starting the Excel Add-in

Starting the Excel Add-in
ADVANCED USERS
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Excel Add-in Menu Options

Excel Add-in Menu Options
ADVANCED USERS
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Generate Attribution Summary

Generate Attribution Summary
ADVANCED USERS
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Generate Strategy Transactions

Generate Strategy Transactions
ADVANCED USERS
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Troubleshooting if Excel Add-in not working

Troubleshooting if Excel Add-in not working
ADVANCED USERS
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Create Strategies

Create Strategies
ADVANCED USERS
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Single Line Transactions

Single Line Transactions
ADVANCED USERS
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Consolidated Holdings

Consolidated Holdings
ADVANCED USERS
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Strategy Definitions

Strategy Definitions
ADVANCED USERS
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Strategy Records

Strategy Records
DATA ANALYTICS AND VISUALIZATION
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Private Equity Dashboards

Private Equity Dashboards
DATA ANALYTICS AND VISUALIZATION
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Real Estate Dashboards

Real Estate Dashboards
DATA ANALYTICS AND VISUALIZATION
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Making a New Dashboard

Making a New Dashboard
DATA ANALYTICS AND VISUALIZATION
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Explainer (Most Used Feature)

Explainer (Most Used Feature)
DATA ANALYTICS AND VISUALIZATION
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Meta Data Analytics

Meta Data Analytics
DATA ANALYTICS AND VISUALIZATION
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Fund Look Through

Fund Look Through
DATA ANALYTICS AND VISUALIZATION
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Demo of the Analytics Process

Demo of the Analytics Process
DATA ANALYTICS AND VISUALIZATION
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Preparing Your Bank Statements for Upload

Preparing Your Bank Statements for Upload
DATA ANALYTICS AND VISUALIZATION
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What Information to Anonymize

What Information to Anonymize
DATA ANALYTICS AND VISUALIZATION
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How to Anonymize Your Statements

How to Anonymize Your Statements
DATA ANALYTICS AND VISUALIZATION
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Canopy Visualizer Features

Canopy Visualizer Features
META DATA ANALYSIS
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Investors make a U turn

Investors make a U turn
META DATA ANALYSIS
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Investors buy Equities and sell Bonds even as interest rates fall

Investors buy Equities and sell Bonds even as interest rates fall
META DATA ANALYSIS
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Investors ‘wait and watch’ as Fed signals earlier rate hike

Investors ‘wait and watch’ as Fed signals earlier rate hike
META DATA ANALYSIS
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Signs of activity and a preference for Asian assets as USD loses value

Signs of activity and a preference for Asian assets as USD loses value
META DATA ANALYSIS
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Investors relax while Bitcoin blows up

Investors relax while Bitcoin blows up
BLOG
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How Personalised Client Reporting Has Changed Wealth Management

How Personalised Client Reporting Has Changed Wealth Management
BLOG
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How Right Technology Can Be Transformational For Family Offices

How Right Technology Can Be Transformational For Family Offices
BLOG
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3 common applications of AI in asset management

3 common applications of AI in asset management