Canopy
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Canopy (https://canopy.cloud) is a Singapore-based WealthTech firm that offers account aggregation, portfolio analytics, and client reporting solutions to financial institutions, wealth management professionals, and high net-worth individuals.
Keywords
financial services, wealth management, finance, account aggregation, portfolio analytics, investment reporting, data source agnostic, pdf data extraction & normalization, family offices, private banks, external asset managers, multibank, asset consolidation, investment data, custodian data, portfolio data, bpo, backoffice, analytics, wealth managers, trusts, fiduciaries, wealthtech, fintech, api, datafeed, bank statement, multiasset class, multicustodian, performance monitoring, risk metrics, wealth technology platform, pdf converter, ria, ifa, hnwi, uhnwi, investment software, portfolio management software, financial planning, financial intermediary, eam, fim, family office reporting
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