The whole family office, on one source of truth.

We connect to 250+ custodians worldwide through direct data feeds and SWIFT messaging. Where a custodian has no feed, our AI reads the statements directly, in seven languages, so the holding still lands in your consolidated view. The office never has to build or maintain any of these connections itself.

Yes. Canopy consolidates across every entity and base currency the family holds, and it handles private equity, real estate, collectibles, and other illiquid positions alongside listed assets, all rolled up into one picture.

Every position, transaction, and cash balance is reconciled and checked daily, and breaks are flagged for the team to review. Every figure traces back to its source statement, so the family and its advisers act on numbers that hold up.

Each client sits in its own isolated, encrypted database under Singapore jurisdiction. Canopy is ISO 27001:2022 certified and aligned with Singapore MAS requirements, and we never disclose who our clients are.

No. The AI is opt-in, and the platform works fully without it. You decide where AI assists, from drafting reports to answering questions, and you can leave it switched off entirely.

Yes. Role-based views give each family member the picture that is right for them, on the web and through native iOS and Android apps, so the full picture is understood and inherited without friction.

It works alongside what you already run. Canopy delivers the consolidated, reconciled data as reports, exports, and through an API, so it feeds your existing tools rather than forcing you to rip them out.

Pricing depends on the scope of your portfolio and the functions you need. The clearest path is a private demo, where we look at your specific setup and walk through what it would involve.