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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. 

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urlhttps://www.youtube.com/watch?v=ojJxGJlNie8


How to Create a Dashboard on Analytics

Learn how to create your own dashboards to analyze your data. 

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urlhttps://www.youtube.com/watch?v=Sfja-qfrdJ0&feature=youtu.be


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How to Generate Reports

Report are downloadable as PDF or PPT reports suitable for your needs. 

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urlhttps://www.youtube.com/watch?v=yhaz-eFoufA


How to Create Alerts

Alerts on portfolio and holding movements can be created and sent to you at a defined frequency. 

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urlhttps://youtuwww.youtube.becom/watch?v=voGW-jMwH2w&feature=youtu.be