CREDIT SUISSE

THE PERFECT PARTNERSHIP

Canopy and Credit Suisse have partnered together to offer a new wealth management experience.

WEALTH CONSOLIDATION AND INSIGHTS

Benefit from all the normal features of Canopy:

ANONYMOUS & SECURE

Your anonymity is in your control. Canopy is built to enable our clients to remain completely anonymous and has infrastructure that bank level secure.

EMPOWERING

Obtaining a holistic view of wealth in modern times is challenging. We provide the aggregation and analytics solutions to turn the data back into information.

PDF FRIENDLY

Canopy is able to consolidate PDF bank statements. We utilize advanced algorithms to extract and structure the data from your PDFs.

Additional features and advice available via Credit Suisse:

PREFERRED PRICING

By utilizing Canopy via Credit Suisse we are able to offer preferred pricing.

DATAFEED

Your Credit Suisse accounts are automatically updated at the end of each day.

THIRD PARTY UPLOADS

Consolidate your third party statements part of the service.

FAMILY OFFICE SETUP

Several users are able to access the underlying portfolio under one license.

ACCESS CONTROL

Flexible access controls to allow a balance between holistic view and your privacy.

ONE PLATFORM

Canopy is able to consolidate PDF bank statements. We utilize advanced algorithms to extract and structure the data from your PDFs.

A UNIQUE OPPORTUNITY

Consolidating your entire wealth opens up significant potential. To ensure our clients are able to utilize their aggregated portfolio to its fullest extent Canopy developed features to allow you to share your portfolio with your Credit Suisse Relationship Manager.

English Brochure

Simplified Chinese Brochure

Traditional Chinese Brochure