A series of videos introducing you to various features of Canopy. Learn how to use Canopy to analyze your portfolio and grow your wealth.
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Overview
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-wlAP6I6Ltk |
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Canopy Visualizer
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://vimeowww.youtube.com/271845308watch?v=uLa2H0ho3nA |
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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://vimeowww.youtube.com/272136796watch?v=6W8sHzZX6xg |
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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://vimeowww.youtube.com/272139074watch?v=3WSF8UBG6_4 |
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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://vimeowww.youtube.com/272138655watch?v=6ZRaFELm0sI |
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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://vimeowww.youtube.com/272139749watch?v=2Trxal8K6io |
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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://vimeowww.youtube.com/272136427watch?v=J0rcWIHoNx4 |
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Cashflows The Cashflows report shows historical record and projection of the cash flows from coupons, dividends and distributions based on current holdings. | Widget Connector |
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| url | https://vimeo.com/272138045www.youtube.com/watch?v=f0ByAq_NCVY |
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Introduction to Manager ModuleThe manager module allows advisors to view, manage and analyze clients' portfolios from one place. | Widget Connector |
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| url | https://www.youtube.com/watch?v=sBzL-VgQqmA |
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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/271402540/www.youtube.com/watch?v=ojJxGJlNie8 |
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How to Create a Dashboard on AnalyticsLearn how to create your own dashboards to analyze your data. | Widget Connector |
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| url | https://www.youtube.com/watch?v=Sfja-qfrdJ0&feature=youtu.be |
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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://www.youtube.com/watch?v=yhaz-eFoufA |
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How to Create AlertsAlerts on portfolio and holding movements can be created and sent to you at a defined frequency. | Widget Connector |
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| url | https://vimeowww.youtube.com/271617826watch?v=voGW-jMwH2w&feature=youtu.be |
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