A series of videos introducing you to various features of Canopy.
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General
The following video tutorials show you general concepts used in Canopy.
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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/239414174 |
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| Introduction to Accounts Overview of account structures (Parent Account, Child Account, Currency Account, and Partner Admin Account) | Widget Connector |
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| url | https://youtu.be/6q-SQIx9hkohttps://www.youtube.com/watch?v=6q-SQIx9hko&feature=youtu.be |
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Canopy 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.
The following video tutorials give you insights into the powerful Canopy Visualizer to help you interact with and analyze your portfolios.
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| Introduction to Canopy Visualizer (Full) An extended overview of the Canopy Visualizer platform. | Widget Connector |
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| url | https://vimeo.com/271845308 |
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Asset Allocation The Allocation page shows the asset allocation by asset class, geography, sub-asset class, custodian and currency. | Widget Connector |
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| url | https://vimeo.com/272136796 |
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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. | Widget Connector |
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| url | https://vimeo.com/272139074 |
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HoldingsThe Holdings page shows a snapshot of the portfolio on any chosen date. | Widget Connector |
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| url | https://vimeo.com/272138655 |
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| The Performance page shows the time-weighted return (TWR) of your portfolio and a profit line. | Widget Connector |
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| url | https://vimeo.com/272139749 |
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Analytics The Analytics page allows the user to slice and dice the equity, bond and fund portfolios by various financial ratios. | Widget Connector |
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| url | https://vimeo.com/272136427 |
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Cashflows The Cashflows report is a pro-forma historical record and projection of the cash flows from coupons, dvidends and distributions based on current holdings. | Widget Connector |
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| url | https://vimeo.com/272138045 |
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How-To
The following video tutorials show you how to perform certain tasks on Canopy.
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| How to Upload a Statement on Canopy Canopy provides an anonymize and upload tool. Learn how to upload your statements in seconds. | Widget Connector |
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| url | https://vimeo.com/271845308https://vimeo.com/manage/271402540 |
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| /embedhttps://vimeo.com/271402540 |
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| How to Generate ReportsReport are downloadable as PDF or PPT reports suitable for your needs. | Widget Connector |
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| url | https://vimeo.com/271617826 |
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Canopy Settings
Introduction to Accounts
Overview of account structures (Parent Account, Child Account, Currency Account, and Partner Admin Account)
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