Canopy utilizes new financial technology to empower wealth professionals. By automating the time consuming administrative tasks and assisting with insights we help wealth professionals to become better advisors.

Automated admin
Canopy is able to generate a to-the-cent accurate consolidated investment portfolio. Utilize the Canopy Reporter to easily generate standard or customized reports.

Guided insights
Utilize the Canopy Manager Module to quickly identify major portfolio and market events. With Canopy Analytics you are able to quickly get into the detail.

Enhanced experience
Capitalize on dynamic and interactive data to enhance your understanding of the client's risks and performance. Identify new opportunities and present your client with a digital experience.