General Information on the Company
Tanmai: UBS Future of Finance competition - regional finals Singapore
PW: UBS100innovate
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What is Canopy?
Canopy is a wealth data aggregation and analytics platform for HNWIs and their wealth managers.
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| url | https://vimeo.com/146327311239414174 |
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Canopy
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Introduction to Accounts
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Visualizer
Canopy Visualizer is an interactive and intuitive browser-based web platform of your consolidated wealth portfolio, designed to help you better understand your portfolio allocation and performance.
Introduction to Canopy Visualizer (Full)
An extended overview of the Canopy Visualizer platform.
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| url | https://youtu.be/6q-SQIx9hkohttps://www.youtube.com/watch?v=6q-SQIx9hko&feature=youtu.be |
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First Day on Canopy Engine (an Overview)
An introduction to the administrative layout and a quick glance at transaction bookings (video by Martin)
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| url | http://youtube.com/watch?v=MPqLoDIM-34 |
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Using the Parser
An introduction on using the Parser to extract information from bank PDF statements (video by Martin)
How to Upload a Statement on Canopy
Canopy provides an anonymize and upload tool. Learn how to upload your statements in seconds.
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| url | https://vimeo.com/271845308https://vimeo.com/manage/271402540/embed |
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How to Generate Reports
Report are downloadable as PDF or PPT reports suitable for your needs.
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| url | https://wwwvimeo.youtube.com/watch?v=4fi8NrqNU5U271617826 |
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Canopy
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The Explainer
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Settings
Introduction to Accounts
Overview of account structures (Parent Account, Child Account, Currency Account, and Partner Admin Account)
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| url | https://wwwyoutu.youtube.com/watch?v=yhliTof6TWk |
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Portfolio Allocation & Allocation Matrix
An introduction to the Portfolio Allocation and Allocation Matrix (video by Viknes)
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| url | httpsbe/6q-SQIx9hkohttps://www.youtube.com/watch?v=0HCNa5kXy5c |
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