Canopy Manager is intuitive, interactive, and transforms data into insights. It’s the tool that provides you with a comprehensive view of your investments for holistic advice. From analyzing financial information to advising, managing clients’ portfolios to reporting, we’re here to help you serve your clients in a better way.

Your Trusted Data Companion
We are the Finance and Technology experts

Improved Efficiencies
Save time and effort by using Canopy to collect data from any source and in any format (Datafeed Connections, APIs, PDF, Excel, CSV, SWIFT etc.)

Increased Operational Agility
Group and review select client portfolios in more dynamic ways. Scale your practice with complete visibility to portfolio status and activity so you’re updated with the data flow. 

Deepen Client Engagement
Differentiate your service with Canopy’s digital tools that allows you to blend your data to meet increasing demand for personalization, flexibility, and omnichannel engagement.