Business introduction
Wealth Management Solution Systems
State of the Art Reporting for Family Offices and Wealth Managers
Canopy is a Singapore based fintech that offers account aggregation, portfolio analytics, and client reporting solutions to financial institutions, wealth management professionals, and high net-worth individuals.
We are proud to have Credit Suisse as a client and investor.
Canopy Solutions
Canopy Manager
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......
business needs
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
- Risk Analysis & Management
