Solution introduction
Obtain a holistic view
of your wealth
Wealth consolidation and insights made simple
Canopy utilizes the latest technology to make wealth aggregation simple and easy.
All assets
Consolidate all types of financial and non-financial data. Canopy can handle everything!
All formats
Provide any type of file format or source document. Canopy takes care of the data extraction.
Easy uploads
Drag and drop your files into the web application or simply send us an email.
