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 WIP(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 | |||
| Globalance Bank (CH) | - | 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) | Yes | - | |||
| Lombard Odier (CH) | - | WIP | |||
| Morgan Stanley (US) | WIP | - | |||
LGT (SG & HK) | - | Yes | |||
Pictet Pictet (SG & CH) | Yes | -Yes | |||
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 | - | Yes | Avent (UAE) | - | Yes |
| Expersoft | - | Yes | |||
| Fidelity (US) | - | Yes | |||
| 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 |
...