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 |
| 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 | Yes |
| Van Lanschot (CH) | - | WIP |
Vontobel (SG) | - | Yes |
Zurcher Kantonalbank (CH) | Yes | - |
...
Canopy is able to process data feed from the below financial institutions if data feed can be obtained and delivered to Canopy by Client. These financial institutions do not have a precedence of sending data feed directly to 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 |
...