Every family multiplies the work
Each new client brings its own custodians, currencies, and entities, and the data work behind a single trusted view grows with every one.
Serve more families, not more staff.
Carry many families at once, each across its own custodians and currencies, on one reconciled platform with white-label reporting per client.
Complete discretion. Trusted in 20+ countries for nearly a decade.
IllustrativeThe problem you know
Why a multi-family office needs us
Every new family multiplies the data work, manual reporting does not scale, and quality slips as you grow.
Manual reporting does not scale
Building each client's report by hand ties up the team, and the effort climbs faster than the roster you can actually take on.
Quality slips as you grow
The more families you serve, the harder it is to keep every figure reconciled and consistent, and one stale number can cost a client's trust.
How Canopy helps
One platform behind every family
Purpose-built infrastructure, refined since 2017, so the firm does not have to build or maintain it.
Every custodian, connected
Direct feeds, SWIFT, and AI-parsed statements from 250+ custodians, in seven languages, into one consolidated dataset across all your families.
How aggregation worksReconciled and checked daily
Every position, transaction, and cash balance reconciled each day across every client, with AI flagging breaks for the team to review.
See reconciliationPer-client white-label reporting
AI drafts each family's reports from the consolidated view, multi-currency and branded as yours, ready for review and delivery.
Explore the platformAnswers in plain language
Ask about any family's exposure, performance, or cash, and get a sourced answer grounded in that client's real holdings.
Wealth intelligenceSegregated client data and permissions
Each family's data sits in its own isolated, encrypted space under Singapore jurisdiction, with permissions so teams see only their clients.
Security and AI on your termsOnboard a new family fast
Connect the custodians, let the data layer consolidate and reconcile, and a new client is live on the platform without new infrastructure.
Reporting
IllustrativeThe outcomes
What the firm gets in return
More families served without more headcount, consistent quality across every client, and numbers each family can defend.
Grow without growing headcount
The repetitive data work is handled, so the same team takes on more families instead of hiring to keep up.
Consistent quality across every client
One reconciled platform behind all families means the same standard of accuracy and reporting, no matter how many you serve.
Numbers each family can defend
Every figure traces back to its source statement, so each client acts on numbers that hold up to scrutiny.
$120B+
Assets under Reporting
250+
Custodians connected
Daily
Reconciled and checked
9 yrs
In production
Inside the office
For every seat at the table
A family office is also the people in it. Each gets a view built for their job.
FOR THE PRINCIPAL
Principal / Family
The personal, calm total-wealth view, with answers on web and mobile.
See the principal viewFOR INVESTMENTS
Investments
From the whole portfolio to any single position, with performance you can defend.
See the investment viewFOR OPERATIONS
Operations
Close the month overnight, with reconciliation and the exceptions queue handled.
See the operations viewFAQ
Multi-family office questions, answered
How do you keep each family's data segregated, and can reporting be white-labelled per client?
Every family sits in its own isolated, encrypted database, so no client's data is ever mixed with another's. Reporting is white-label per client, multi-currency and multi-language, drawn from that family's own reconciled holdings and branded as yours.
How do we serve more families without adding headcount?
The repetitive data work behind every client, connecting custodians, consolidating, and reconciling, is handled by Canopy's purpose-built infrastructure rather than your team. One platform sits behind all your families, so the same staff take on more clients instead of hiring to keep up.
What does onboarding a new family involve?
Onboarding is structured around the family's custodians and entities. We connect their accounts through direct feeds, SWIFT, and AI-parsed statements, then let the data layer consolidate and reconcile so the client is live on the platform. The time it takes depends on the number of custodians and entities involved.
Which custodians do you cover, and how?
Canopy connects to 250+ custodians through direct feeds, SWIFT messaging, and AI that reads custodian statements in seven languages. Whatever each family banks with, those accounts flow into one consolidated dataset, so you do not build or maintain any of that connectivity yourself.
How trustworthy is the data?
Every position, transaction, and cash balance is reconciled and checked daily across all your families. AI flags breaks and discrepancies for the team to review, and each figure traces back to its source statement, so every number a family acts on holds up to scrutiny.
How do you protect client confidentiality and security?
Each client lives in its own isolated database under Singapore jurisdiction. Canopy is ISO 27001:2022 certified and aligned with Singapore's MAS expectations, and we never name our clients in any public material. Family offices are private by nature, and we are built that way too.
Is AI required to use the platform?
No. AI is opt-in. The platform delivers consolidated, reconciled data and white-label reporting on its own, and you decide whether to turn on AI-drafted reports and plain-language answers, on your terms.
How does pricing work?
Pricing depends on the scope of your engagement, such as the number of families, custodians, and entities involved. The best next step is to book a private demo so we can understand your setup and discuss it directly.
Get started
Serve every family from one platform
Bring a few custodian statements and we will consolidate them with you, live.