Page Comparison

What is Canopy? 

Canopy is a wealth data aggregation and analytics platform for HNWIs and their wealth managers.

Introduction to Accounts 

Overview of account structures (Parent Account, Child Account, Currency Account, and Partner Admin Account).

Introduction to Canopy Visualizer (Full) 

An extended overview of the Canopy Visualizer platform. 

Asset Allocation 

The Allocation page shows the asset allocation by asset class, geography, sub-asset class, custodian and currency.

Explainer and Single Security 

The Explainer is our performance attribution module; it explains where money was made (or lost) between any two dates. The change in net worth is categorized into realized earnings, unrealized earnings, fund flow, and FX revaluations. 

Holdings

The Holdings page shows a snapshot of the portfolio on any chosen date.

Performance  

The Performance page shows the time-weighted return (TWR) of your portfolio and a profit line. 

Analytics 

The Analytics page allows the user to slice and dice the equity, bond and fund portfolios by various financial ratios. 

Cashflows 

The Cashflows report is a pro-forma shows historical record and projection of the cash flows from coupons, dvidends dividends and distributions based on current holdings.