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Which financial institutions have direct data feed integrated with Canopy? 

-CH CH
Financial InstitutionPrivate ClientsExternal Asset ManagersJP Morgan (SG)Yes

Bank of Singapore (HK & SG)

Yes (only for clients signing up via BoS)

Yes

BNP Paribas (CH)Yes-
Bank J. Safra Sarasin (CH)-Yes

CIMB (SG)

-Yes

Citi (SG, HK)

Yes-

Credit Agricole Indosuez (SG)

-WIP

Credit Suisse (CH)

YesYes

Credit Suisse (HK & SG)

Yes (only for clients signing up via CS)

Yes
Credit Suisse

DBS (

CH

SG)

-YesYes
Bank of Singapore (HK & SG)YesYes
UBS (HK & SG, ZH)Yes (USD 10,000 per annum)Yes
Morgan Stanley (UK)Yes-
Interactive Brokers (US)YesYes
Saxo Bank

Edmond de Rothschild

-WIP
EFG (SG, HK & CH)-Yes
Globalance Bank (CH)-WIP

Goldman Sachs (SG & HK & DE)

Yes-

HSBC (CH)

Yes-

iFast (HK & SG)

-Yes

Interactive Brokers (US, HK, Ireland)

YesYes

Intesa San Paolo (IT)

Yes-

JP Morgan (SG)

YesYes-
DBS

Julius Baer (HK & SG)

-YesSYZ

Julius Baer (

ZH)

Yes-
Lombard Odier (CH)-Intesa Sanpaolo (ITWIP
Morgan Stanley (US)YesWIP-EFG

LGT (SG &

HK)

-

Yes

LGT

Pictet (SG &

HK

CH)

-YesYes
Julius Baer (HK and SG

Northern Trust (US)

-YesWIP
GS

Saxo Bank (SG

& HK

)

Yes-Yes
Citi

SYZ (

SG

CH)

Yes-
Vontobel Union Bancaire Privée (SGHK)-YesWIP
VP Bank

UBS (

SG

CH)

-YesWIPYes
CA Indosuez Van Lanschot (SGCH)-WIP
CIMB

Vontobel (SG)

-WIPYes
Northern Trust

Zurcher Kantonalbank (

US

CH)

YesWIP-

Which financial institutions have non-direct data feed integrated with Canopy?

...

iFast HK and SG)Julius Baer (HK and SG)
Financial InstitutionPrivate Banking ClientsExternal Asset Managers
Advent (UAE)-Yes
Expersoft-

Yes

Fidelity (US) -Yes
Liechtensteinische Landesbank-Yes

Pictet (SG)

-Yes
UBS Plaid (CHUS)-Yes
VP Bank (SG, LU, CH)-Yes
Expersoft(through Plaid we get access to an additional +11,400 custodians)
Stashaway-YesStashaway
Union Bancaire Privée (CH)-Yes
Avent (UAE

VP Bank (SG, LU & CH)

-Yes