ELEVATE THE CLIENT MANAGEMENT EXPERIENCE

    Aggregate your investment data effortlessly with Canopy and seamlessly generate precise financial statements in Xero

    request demoVIEW DEMO
    Xero allows you to manage your business finances from practically anywhere. With Canopy, you can now also incorporate your investment data into your consolidated financial statements
    PROUDLY FEATURED ON

    Convert your anonymized investment data into Xero financial statements effortlessly

    • Mark securities to prevailing market values
    • Automated calculation of foreign exchange gains and losses
    • Account for investment-related expenses (e.g. brokerage fees)

    Visualize your anonymised investment data on Canopy's analytics engines

    • Canopy Accepts data from all banks, in all formats (APIs, Data Feeds, PDFs etc.)
    • Updated security valuations against reliable market data
    • Slice, dice, and analyse your data in an almost infinite number of ways

    Some of our Prestigious Clients Worldwide

    We serve 4 of the 20 wealthiest family offices as ranked by Bloomberg.

    Our Team

    We are the Finance and Technology experts

    Canopy CEO Tanmai Sharma

    Tanmai sharma

    chief executive Officer
    Tanmai used to be a Managing Director (Credit Trading) at Deutsche Bank before founding Canopy. He enjoys Trading and Coding.

    ERYN WU

    Chief Operating Officer
    Eryn was a Hedge Fund Valuations Specialist at Citco and a founding member of an investment firm. She enjoys trading options and crypto.

    shamara pereira

    Chief Product Officer
    Shamara was a Fx Sales Dealer at Deutsche Bank and has a MBA from NUS Business School. She enjoys music and cooking

    Prashant Surana

    Chief Technology Officer
    Prashant was VP of Product & Engineering at Zimbra email platform at Synacor, also part of VMware and Yahoo! before joining Canopy. He is a strong believer of quality and innovation.

    Sinan Biren

    Head, business Development
    Sinan is based in our office in Switzerland and was formerly with M2 Wealth and Dell EMC. He enjoys travelling with his family.

    MANYA CHEN

    Head, business expansion & client success
    Manya was a Sales Manager at Saxo Capital Markets before joining Canopy. She enjoys going for long walks while listening to podcasts.

    huongdo

    head, Data Products
    Graduated from NUS School of Computing, Huong is passionate about building products that help transform people's lives. She enjoys cooking and gardening.
    Canopy Head Data Transformation & Analytics

    Zhang zhenyi

    Head, Data transformation & Analytics
    Graduated at the top of his class in SUSS BSc Finance, Zhenyi is an ex-firefighter who finds joy in making sense of data. He also enjoys trading crypto.

    FREQUENTLY ASKED Questions

    If you have any further questions, feel free to get in touch with our team.

    Custodians with a direct datafeed

    The list of custodians with a datafeed connection to Canopy is updated regularly here. Typically a setup fee and monthly maintenance charges apply for datafeed integrations. Credit Suisse clients, however, can enjoy certain datafeeds for free.

    Types of assets Canopy can accept

    Canopy can process data for all financial and non-financial assets. This includes private equity, real estate, wine and collections and more.

    Format of data to be provided

    Canopy accepts data in computer-generated PDF format, excel, and data delivered through datafeeds. We do not accept scanned PDF statements due to data inaccuracies stemmings from low-quality scans.

    Features included in Canopy Subscription

    Simply put, your Canopy Subscription includes all the features available in a Canopy Demo account. Do not hesitate to request for a free Demo account for clarity. The subscription fee does not include customized features and dashboards not available in the Demo account.

    Turnaround time for data processing

    The turnaround time for datafeed processing is 1 working day. For ePDF processing, the processing time varies between 3-5 working days.

    Adding transactions to Canopy myself

    Currently this is not possible. However the Self-service module is currently being built. We target for this to be ready by Q2 2021.

    Languages supported

    English, Simplified Chinese, Traditional Chinese and German

    Speak to Us

    Kindly allow for 2 working days for response.

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    Singapore (HQ)

    Canopy Pte. Ltd.

    151 Chin Swee Road, Manhattan House #04-08 Singapore 169876

    +65 9648 3706

    ZURICH

    Canopy Europe AG

    Rigistrasse 2, 6300 Zug - Switzerland

    +41 44 586 0012

    NEW YORK

    Canopy.Cloud Inc.

    99 Hudson Street, 5th Floor

    New York NY 10013

    Connect via email at hello@canopy.cloud