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changes.mady.by.user Eryn Wu (Unlicensed)

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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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urlhttps://www.youtube.com/watch?v=-wlAP6I6Ltk


Introduction to Accounts 

Overview of account structures (Parent Account, Child Account, Currency Account, and Partner Admin Account).

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urlhttps://youtu.be/6q-SQIx9hkohttps://www.youtube.com/watch?v=6q-SQIx9hko&feature=youtu.be




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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