Which financial institutions have direct data feed integrated with Canopy?
| Financial Institution | Private Clients | External Asset Managers | |||
|---|---|---|---|---|---|
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) | Yes | Yes | |||
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 | |||
| Fidelity Globalance Bank (USCH) | - | WIP | |||
Goldman Sachs (SG & HK & DE) | Yes | - | |||
HSBC (CH) | WIPYes | - | |||
iFast (HK & SG) | - | Yes | |||
Interactive Brokers (US, HK, Ireland) | Yes | Yes | |||
Intesa San Paolo (IT) | Yes | - | |||
JP Morgan (SG) | Yes | - | |||
Julius Baer (HK & SG) | - | Yes | |||
Julius Baer (ZH) | WIPYes | -LGT (SG & HK | |||
| Lombard Odier (CH) | - | YesWIP | |||
| Morgan Stanley (UKUS) | YesWIP | - | |||
LGT (SG & HK) | - | Yes | |||
Pictet (SG & CH) | -Yes | WIPYes | |||
Northern Trust (US) | - | WIP | |||
Saxo Bank (SG) | Yes | Yes | |||
SYZ (CH) | Yes | - | |||
| Union Bancaire Privée (HK) | - | WIP | |||
UBS (CH) | Yes | YesUOB | |||
| Van Lanschot (CH) | - | WIP | |||
Vontobel (SG) | - | Yes | VP Bank (SG) | - | WIP |
Zurcher Kantonalbank (CH) | WIPYes | - |
Which financial institutions have non-direct data feed integrated with Canopy?
...
| Financial Institution | Private Banking Clients | External Asset Managers |
|---|---|---|
| Advent (UAE) | - | YesAvent (UAE) |
| Expersoft | - | Yes |
| Fidelity (US) | - | YesExpersoft |
| Liechtensteinische Landesbank | - | Yes |
Pictet (SG) | - | Yes |
| Plaid (US) | - | Yes (through Plaid we get access to an additional +11,400 custodians) |
| Stashaway | - | Yes |
| Union Bancaire Privée (CH) | - | Yes |
VP Bank (SG, LU & CH) | - | Yes |