Which financial institutions have direct data feed integrated with Canopy?
| Financial Institution | Private Clients | External Asset Managers | ||
|---|---|---|---|---|
| JP Morgan (SG) | Yes | - | ||
Bank of Singapore (HK & SG) | Yes (only for clients signing up via | CSBoS) | Yes | |
| Credit Suisse BNP Paribas (CH) | YesYes | - | ||
| Bank of Singapore (HK & SGJ. Safra Sarasin (CH) | Yes- | Yes | ||
| UBS CIMB ( HK &SG , ZH) | - | Yes | ||
Citi ( USD 10,000 per annumSG, HK) | Yes | Morgan Stanley (UK- | ||
Credit Agricole Indosuez (SG) | Yes-- | WIP | ||
| Interactive Brokers Credit Suisse ( USCH) | Yes | Yes | ||
| Saxo Bank Credit Suisse (HK & SG) | Yes (only for clients signing up via CS) | Yes | ||
DBS (SG) | - | Yes | ||
Edmond de Rothschild | - | WIP | ||
| EFG (SG, HK & CH) | - | Yes | ||
| SYZ Globalance Bank (CH) | - | WIP | ||
Goldman Sachs (SG & HK & DE) | Yes | - | ||
| Intesa Sanpaolo HSBC ( ITCH) | Yes | - | ||
| EFG iFast (HK & SG & CH) | - | Yes | LGT (SG & HK) | - |
| Yes Interactive Brokers (US, HK, Ireland) | Yes | Yes | ||
Intesa San Paolo (IT) | Yes | - | ||
JP Morgan (SG) | Yes | - | ||
Julius Baer (HK and& SG) | - | YesGS (SG & HK | ||
Julius Baer (ZH) | Yes | - | Citi (SG) | |
| YesLombard Odier (CH) | - | WIP | ||
| Morgan Stanley (US) | WIP | -Vontobel | ||
LGT (SG & HK) | - | Yes | ||
| VP Bank Pictet (SG & CH) | Yes | Yes | ||
Northern Trust (US) | - | WIP | ||
| CA Indosuez Saxo Bank (SG) | Yes | Yes | ||
SYZ (CH) | Yes | - | ||
| Union Bancaire Privée (HK) | - | WIP | ||
| CIMB UBS ( SGCH) | WIP | Northern Trust (US)Yes | Yes | |
| Van Lanschot (CH) | - | WIP | ||
| Pictet Vontobel ( ZHSG) | - | WIPYes | ||
| Fidelity Zurcher Kantonalbank ( USCH) | Yes | WIP- |
Which financial institutions have non-direct data feed integrated with Canopy?
...
| Financial Institution | Private Banking Clients | External Asset Managers | |
|---|---|---|---|
| Advent ( | HK and SG)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 |