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Text Content

ABOUT
PRODUCTTEAM
SECURITYHow it worksMetadata
CLIENTS
 * High Net-worth Individual

 * Relationship Manager

 * Banks

SOLUTIONSBenchmarkCONTACT
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Contact Us
LOGIN




OWN YOUR FINANCIAL DATA,
FROM ANY SOURCE,
IN ANY FORMAT.


contact for demoVIEW DEMO

3

locations

2200+


Active End-clients

160+ BILLION


Assets under Reporting

87000+


UNIQUE ASSETS
TRACKED

325

aggregated custodians


SAVVY ADVISORS AND INTELLIGENT INVESTORS USE CANOPY

Manual data entry, inaccurate data consolidation and amateurish reports are all
things of the past.

All assets & formats

Consolidate PDF and electronic data for all types of assets, including
structured products, private equity, real estate etc.


VISUALIZE & ANALYZE

Sophisticated and intuitive tools to instantly slice and dice clean data
flexibly to obtain actionable insights.


CUSTOMIZED REPORTS

One size almost never fits all. We customize professional reports according to
your requirements for all your reporting needs.



PROUDLY FEATURED ON




DATA SECURITY IS OF UTMOST IMPORTANCE

Canopy meets international information security standards and is IS0-27001
certified.

dATABASE ENCRYPTION

All our databases are encrypted with 256-bit keys (AES-256). Industry consensus
is that it would take a supercomputer millions of years to crack the encryption
via a brute force attack.

COMMUNICATION

All data sent to the web browser is encrypted (with technology such as HTTPS).
This means that third parties need to break the encryption to see what is being
sent to your browser.

ETHICAL HACKERS

We regularly engage professional ethical hackers to try, and break into our
infrastructure and assess all security aspects.

Active monitoring

We use active monitoring tools that ensure all our software code matches the
highest security standards.

firewalls

Our infrastructure is secured behind advanced firewall systems. We also have
high-end anti-virus and anti-malware scanning our systems.

2 factor authentication

We practice two factor authentification. 2FA provides an additional layer of
security beyond strong passwords.

request for more info


A FAMILY OFFICE AND WEALTH MANAGMENT SOFTWARE TRUSTED BY TOP PRIVATE BANKS AND
ADVISORS

Intuitive, flexible and comprehensive for all types of users.

An intuitive and interactive web application that allows the user to view their
consolidated portfolio.

- Secure access via mobile phone or computer
- Customizable asset classifications
- View combination of accounts and securities

The Canopy Analytics module allows for custom analytics and complete access to
the enriched data.

- Custom performance and risk analytics
- Cashflows calculations
- Key financial metrics with a single click

The Canopy Reporter allows users to generate consolidated or individual account
reports with the click of a button.

- Export in Powerpoint or PDF
- Generate template or custom reports
- High-level summaries or detailed analytics

Contact Us


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


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


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.


PRASHANT SURANA

head, Engineering
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.


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.


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.


SPEAK TO US

Kindly allow for 2 working days for response.


Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

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




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
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


CANOPY DECKS

Introductory, Customized Reporting and Meta Data Analysis decks


English中文Deutsch


PRICING

Detailed pricing sheet for different types of clients.


sfo & EAM


SUPPORT

Documenting all things Canopy, with detailed support articles.


SUPPORT Page
© CANOPY PTE LTD 2022.
PRIVACY & TERMS