This page will help you get started with Canopy. You'll be up and running in a jiffy!
January 24, 2023
What is Canopy!
Canopy is a Financial Data Aggregation and Analytics platform. We take Financial Transactions Data in any format, from any custodian and create hyper personalized analytics and dashboards on it.
Who is Canopy for?
Canopy’s customers are
Wealth Managers and Single Family Offices
Self Directed Traders
What Asset Classes are Covered
We cover all Asset Classes. This includes Equities, Bonds, Funds, Private Equity, Hedge Funds, Derivatives, Real Estate, Precious Metals, Crypto, Art etc. We cover all currencies and geographies
How much does Canopy cost?
Canopy costs have 3 components
Software License: This includes all functionality of Canopy
Data Upload and Consistency Check (Optional):
Customized Dashboard and Report Creation (Optional): is available in two formats
Canopy pricing document for Single Family Offices / EAMs / Wealth Managers can be downloaded from here
There are bulk discounts available for Banks offering Canopy to their clients.
Data Upload and Consistency Check Services (Optional)
If required, Canopy can do the data upload and consistency check for all (or part) of your data. Costs are linked to the effort required. There is no data upload cost for Software License only customers, who will be doing their own data uploads.
Customized Dashboard and Report Creation (Optional)
Canopy comes with a very rich set of Dashboards and Reports built in. However some of our more sophisticated customers prefer to get Dashboards/Reports made to their specifications, which we are happy to do at a man-hour linked cost
100% Open API driven
Every single bit of functionality in Canopy is accessible via our Open APIs. Please see our Postman Document for some sample APIs.
Signing up for Canopy
Please leave us a message on our public website. We would love to have you as a customer and join our rapidly growing community