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Which financial institutions have direct data feed integrated with Canopy?
| Financial Institution | Private Clients | External Asset Managers |
|---|---|---|
| JP Morgan (SG) | Yes | - |
| Credit Suisse (HK & SG) | Yes (only for clients signing up via CS) | Yes |
| Credit Suisse (CH) | Yes | Yes |
| UBS (HK & SG) | Yes (USD 10,000 per annum) | Yes |
| MS (UK) | Yes | - |
| Interactive Brokers (US) | Yes | Yes |
| Saxo Bank (SG) | Yes | Yes |
| DBS (SG) | - | Yes |
Which financial institutions have non-direct data feed integrated with Canopy?
Canopy is able to process data feed from the below financial institutions if data feed can be obtained and delivered to Canopy by Client. These financial institutions do not have a precedence of sending data feed directly to Canopy.
| Financial Institution | Private |
|---|
| Clients | External Asset Managers | |
|---|---|---|
| iFast (HK and SG) | - | Yes |
| Julius Baer (HK and SG) | - | Yes |
| Pictet (SG) | - | Yes |
| HSBC (CH) | - | Yes |
| UBS (CH) | - | Yes |
| VP Bank (SG) | - | Yes |
What are some known differences in reporting between Canopy and other banks?
HSBC - Performance Calculation
Performance reported on HSBC statement is based on assets only (excluding liabilities). Performance reported in Canopy is calculated based on net worth (including liabilities).