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Account
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If you are uploading on your own in Engine, navigate to Securities > Manual Security Creation, click on Add Private Equity, select relevant Instrument Type and fill in holding details. Also, refer to this article on Creating Private Securities.
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How do I anonymize my data before uploading it?
You can use Canopy’s inbuilt custom PDF Anonymizer tool to remove Personally Identifiable Information (PII) before uploading your data into Canopy. More information on this topic is available here.
Is there an easy way to manually upload multiple transactions in Engine?
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Real Estate transactions can be booked like normal Purchase/Sale transactions with Quantity being 1 and price being the current value of the real estate.
What if the data displayed in Canopy does not match my bank statements?
If you log in while our data team is processing your statements, the information is being uploaded onto Canopy may be incomplete and will not match. You'll see a “Statement Processing in Progress” preventive/warning pop-up banners displayed at the top of every page to warn you about the display of incomplete data. Furthermore, you would also be able to see a yellow warning icon beside each account that is being processed in the “Select Accounts” Tab.
You will receive an email notification when processing of your data is completed. However, if the data continues to look off after processing is completed, please contact us and our team will be more than happy to solve your issues.
What is the turnaround time?
This is dependant on the volume of data received. Our data processing turnaround time typically is 3-5 working days. The timeline will stretch to 10-14 days should historical statements be provided.
Who owns the data?
The client owns the data.
Security
How secure is Canopy?
Canopy is an ISO 27001:2013 certified company. We practice bank-level security with SHA-256 SSL, 2048 encryption and other database security measures. We also undergo regular system penetration testing. However, the best line of defence is not having customer's personally identifiable information in the first place and that's why Canopy is an anonymous platform. To learn more about how Canopy keeps client data safe, please refer here.
I have more questions!
We are here to help. Please contact us at connect@canopy.cloud.
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