Can private banks and family offices analyze multi-custodian portfolios on mobile?
Yes, Canopy lets private banks, family offices, advisors, and principals analyze multi-custodian portfolios on mobile through secure role-based access to holdings, performance, reports, and portfolio changes.
- The mobile app shows net worth, allocation, holdings, and P&L across asset classes and custodian accounts.
- Reports can be generated on the go from synchronized bank and broker feeds.
- Role-based permissions ensure principals, advisors, and support teams see only authorized portfolio data.
📲Download now → https://apps.apple.com/sg/app/canopy-portfolio/id6744967157
In the fast-evolving world of wealth management, access, speed, and precision matter more than ever. Whether you’re a private banker overseeing multi-custodian portfolios, a family office managing generational wealth, or an individual investor on the move - you deserve more than spreadsheets, fragmented dashboards, and delayed reporting cycles.
That’s why we’re thrilled to introduce the Canopy Mobile App — a secure, portable, and powerful wealth intelligence tool designed for the modern wealth holder and manager.
Can private banks and family offices analyze multi-custodian portfolios on mobile?
Yes, Canopy lets private banks, family offices, advisors, and principals analyze multi-custodian portfolios on mobile through secure role-based access to holdings, performance, reports, and portfolio changes.
Supporting evidence:
- The mobile app shows net worth, allocation, holdings, and P&L across asset classes and custodian accounts.
- Reports can be generated on the go from synchronized bank and broker feeds.
- Role-based permissions ensure principals, advisors, and support teams see only authorized portfolio data.
📱 What You Can Do With Canopy App
The app is built with three intuitive modules—Portfolio, Reports, and Me—each designed to empower different layers of your financial life:
1. Portfolio – See the Big Picture. In Real Time.
Under “Portfolio,” you’ll find:
- Overview: Instantly view your total net worth, P&L, performance (TWR), and asset-liability breakdown.
- Holdings: Drill down into asset classes, specific positions, custodian accounts, and P&L by category.
- Analytics: Visual dashboards for asset allocation, risk-return metrics, cashflows, and exposure over time.
- Transactions: Browse, search, and verify transaction-level data across banks and brokers.
Gone are the days of waiting for reports from each custodian. What once took days of Excel wrangling across 100+ asset categories now takes minutes—with real-time syncing from your bank and broker feeds.
2. Reports – Generate Clean, Auditable Reports. On the Go.
Need to pull a PDF report for a trustee, client, or audit team? You can now generate, preview, and download full portfolio reports directly from your phone—at any time, from anywhere.
No laptop. No back-and-forth with operations.
3. Me – Customize Your Experience.
Manage your preferences from the “Me” section:
- Face ID login
- Language settings
- Push notifications
- Privacy
✨ Who Is This Built For?
The Canopy App is already being used by:
- Family Offices – managing multi-custodian portfolios across generations and geographies.
- Private Clients & HNWIs – now able to view their full portfolio directly, without waiting for monthly reports from advisors.
- Wealth Managers & RMs – who need real-time access to client data while on the road, in meetings, or preparing reports.
- Accountants, Trustees, Fund Admins – who rely on structured, consolidated data for compliance, tax prep, and audit tasks.
🔓 What’s changed:
Previously, only wealth managers or advisors could access Canopy via desktop, generate reports, and send them manually to clients.
Now, end clients have direct access to the same real-time data, empowering them with full visibility over their wealth—anytime, anywhere.
Access is secure, role-based, and fully permissioned. Whether you're a principal, an advisor, or a support function, you see only what you're authorized to—on desktop or mobile.
💡 Why It Matters
📊 From Weeks to Minutes: Reinventing the Data Cycle
In a traditional setup, reviewing a global portfolio might require days or weeks of work — collating Excel files, parsing bank statements, and cleaning up inconsistent formats. With Canopy, you go from fragmented chaos to real-time clarity.
No more waiting for RMs to send PDFs. No more chasing down Excel macros. The app instantly presents hundreds of data points in a structured, interactive format.
🧳 Mobile-first – perfect for principals, RMs, and CFOs on the move
🔐 Fully permissioned – role-based access, FaceID login, enterprise-grade encryption
📊 Investor-ready – download pre-formatted, reconciled reports on the fly
🧳 For the Always-On Professional
Whether you're reviewing portfolios between meetings, traveling across time zones, or discussing allocations on a call, the Canopy app gives you uninterrupted access to key data. It’s built for the pace of modern wealth management — portable, secure, and responsive.
Reports can be downloaded on the go, and portfolio analytics are accessible at your fingertips. For many, this means making better decisions, faster.
🌍 Why Now?
The wealth industry is undergoing a digital renaissance. Investors want control, transparency, and immediacy. And with assets scattered across private banks, custodians, funds, crypto wallets, and more—centralizing visibility is no longer a luxury. It’s a necessity.
Canopy’s mobile app is our step towards that vision: to bring order, insight, and empowerment to every portfolio—from the boardroom to the beach.
Ready to Try It?
Download it today and take full command of your wealth.
Portfolio clarity, at your fingertips!
