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://www.youtube.com/watch?v=-wlAP6I6Ltk |
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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 |
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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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| 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://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://www.youtube.com/watch?v=voGW-jMwH2w&feature=youtu.be |
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