Canopy is a “make sense of your data” company – It is a powerful aggregation, visualization, analytics, and reporting tool to help wealth management professionals and high net worth individuals make superior decisions.
Headquarter: Singapore
About the company: Canopy is a powerful account aggregation, visualization, analytics, and reporting platform to help financial institutions, wealth management professionals, and high net worth individuals make superior decisions. By aggregating all the data from different sources in one place, the visualization and analytics are available on a web-based interface for desktop and mobile and available in Email, Excel or PDF reports. With to-the-cent accuracy, Canopy provides wealth management experts with a professional tool for client servicing and enables individuals to make accurate and reliable decisions.