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changes.mady.by.user Former user

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changes.mady.by.user Eryn Wu (Unlicensed)

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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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urlhttps://vimeowww.youtube.com/239414174watch?v=-wlAP6I6Ltk


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Introduction to Accounts 

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


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urlhttps://youtu.be/6q-SQIx9hkohttps://www.youtube.com/watch?v=6q-SQIx9hko&feature=youtu.be



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