Only part of the picture
Clients hold assets away at other banks, so RMs advise on a fraction of the relationship and the rest stays out of view.
One view for every RM and client.
Canopy consolidates every custodian, including assets held away, into one reconciled view for your RMs and clients, branded as your own.
Complete discretion. Trusted in 20+ countries for nearly a decade.
IllustrativeThe problem you know
Why a private bank needs us
Clients hold assets away at other banks, so RMs see only part of the picture, and delivering a consolidated, branded experience at scale is hard.
Hard to deliver at scale
A consolidated, branded experience for every RM and every client is relentless data work that a bank should not build itself.
Trust depends on the numbers
Clients only stay engaged when the figures reconcile, and a number that does not hold up erodes the relationship.
How Canopy helps
Every custodian, including assets held away
Purpose-built infrastructure, refined since 2017, so the bank does not have to build or maintain it.
Every custodian and held-away account
Direct feeds, SWIFT, and AI-parsed statements from 250+ custodians, in seven languages, including assets held away at other banks.
How aggregation worksReconciled and checked daily
Every position, transaction, and cash balance reconciled each day, with AI flagging breaks for the team to review.
See reconciliationOne view per RM and per client
Each relationship manager and each client sees the full picture across every custodian, rolled up to figures that reconcile.
Explore the platformAnswers in plain language
Ask about exposure, performance, or cash, and get a sourced answer grounded in the client's real holdings.
Wealth intelligenceWhite-label app and reports
A branded app and AI-drafted reports for clients, multi-currency and white-label, delivered as the bank's own experience.
Security and AI on your termsScale across every RM
The same consolidated, reconciled view rolls out to every relationship manager and client without growing the team.
Reporting
IllustrativeThe outcomes
What the bank gets in return
Deeper relationships, RMs who see everything, and a branded experience that sets the bank apart.
Deeper client relationships
Seeing assets held away surfaces the whole relationship, opening more share of wallet and more reasons to stay.
RMs who see everything
Relationship managers advise on the client's full picture, not a fraction, with numbers that trace back to source.
A differentiated experience
A consolidated, branded view becomes the experience clients expect, and a reason to choose the bank.
$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
Private bank questions, answered
Can you aggregate our clients' assets held away at other banks into one view?
Yes. Canopy consolidates every custodian a client uses, including assets held away at other banks, into one reconciled view. Your relationship managers and your clients see the full relationship, not just the part you hold, with figures that trace back to source.
Does each relationship manager and each client get one consolidated view?
Yes. Each relationship manager and each client sees the full picture across every custodian, rolled up to figures that reconcile daily. The same consolidated view scales across your whole book without growing the team.
Can the client app and reporting be branded as the bank's own?
Yes. The client app and AI-drafted reports are white-label and multi-currency, delivered as the bank's own experience. Your clients see your brand, not ours.
How do you handle data security and client confidentiality at scale?
Each client's data is isolated and encrypted, and Canopy is headquartered in Singapore, ISO 27001:2022 certified, and aligned with MAS requirements. Family offices and institutions are extremely private, so we never name clients and treat complete discretion as the baseline.
How does Canopy fit alongside our existing core systems?
Canopy works alongside your existing core banking and portfolio systems rather than replacing them. Consolidated, reconciled data is delivered back to you through reports, exports, and API, so it slots into the tools your teams already use.
Is AI required to use Canopy?
No. AI is opt-in. The consolidated, reconciled data layer, the views, and the reporting all work without it. Where you want it, AI can flag reconciliation breaks, draft reports, and answer questions in plain language, on your terms.
Which custodians do you connect to, and how?
Canopy connects to 250+ custodians through direct feeds, SWIFT, and AI-parsed statements in seven languages, including accounts held away at other banks. You do not build or maintain any of these connections yourself.
What does it cost?
Pricing depends on the scope of your book and the connections involved, so we do not quote a single number. Book a private demo and we will scope it with you.
Get started
Give every client the whole picture
Bring a few custodian statements and we will consolidate them with you, live.