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| Canopy direct clients | Login link |
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| Canopy general clients | Visualizer: https://secure.canopy.cloud Engine: https://engine.canopy.cloud |
| Canopy Lite clients | Visualizer: https://lite.canopy.cloud Engine: https://engine.canopy.cloud |
| Canopy partner clients | |
| Credit Suisse clients | Login via your Credit Suise PB-APAC App |
| Bank of Singapore clients | Visualizer: https://bos.canopy.cloud |
Is 2FA available?
Yes, please contact us to enable 2FA on your account.
Data
What information is required for an initial upload?
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Do we have to send advices/statements in PDF format every day/week/month?
We can take data in any format (and prefer data feeds because their processing can be automated). However since most banks in the region do not have capabilities to provide electronic data, the bulk of our data (~80%) comes in a monthly PDF statement. We handle most of the statement formats that you would typically see (currently about 120 formats from 50 banks).
We also have a spreadsheet format and you can send us your intra-month transactions in that format and we will be able to process them seamlessly.
How do I anonymize my data before uploading it?
You can use Canopy’s inbuilt custom PDF Anonymizer tool to remove Personally Identifiable Information (PII) before uploading your data into Canopy. More information on this topic is available here.
What data feeds do Canopy provide?
We currently have data feeds with:
- JP Morgan Singapore
- Stifel US
- Vestra UK
- CS (For Singapore and HK booked)
- Morgan Stanley UK (SG / HK clients can enable)
- Interactive Brokers US (SG / HK clients can enable)
- CS UK
What is Canopy's price data source?
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We can calculate IRR, Public Market Equivalent (i.e. returns if the same cashflows where invested in the Public Market), Alpha over the public market, cumulative cashflow cash flow etc on a single or a combination of Pvt Equity transactions.
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It depends on the complexity of the account and what is ahead of you in the queue. Our data processing turnaround time is typically 3-5 working days. The timeline will stretch to 10-14 days or longer should if you provide us with bulk historical statements be providedfor processing.
Who owns the data?
Your data continues belongs to belong to youyou. For more information, please review our Privacy Policy.
The data displayed on Canopy differs from my bank statements.
If you log in while our data team is processing your statements, the information is being uploaded onto Canopy may be incomplete and will not match. You'll see a “Statement Processing in Progress” preventive/warning pop-up banners displayed at the top of every page to warn you about the display of incomplete data. Furthermore, you would also be able to see a yellow warning icon beside each account that is being processed in the “Select Accounts” Tab.
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Security
How secure is Canopy?
Canopy is an ISO 27001:2013 certified company. We practice bank-level security with SHA-256 SSL, 2048 encryption and other database security measures. We also undergo regular system penetration testing. However, the best line of defence defense is not having customer's personally identifiable information in the first place and that's why Canopy is an anonymous platform. To learn more about how Canopy keeps client data safe, please refer here.
Is 2FA available?
Yes, please contact us to enable 2FA on your account.
Contact
I have more questions!
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