General Information on the company
Tanmai: UBS Future of Finance competition - regional finals Singapore
PW: UBS100innovateLearn how to use Canopy to analyze your portfolio and grow your wealth.
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Overview
The following video tutorials show you general concepts used in Canopy.
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| What is Canopy? Canopy is a wealth data aggregation and analytics platform for HNWIs and their wealth managers.
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| url | https://www.youtube.com/watch?v=-wlAP6I6Ltk |
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Canopy Visualizer
The following video tutorials give you insights into the powerful Canopy Visualizer to help you interact with and analyze your portfolios.
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| Introduction to Canopy Visualizer (Full) An extended overview of the Canopy Visualizer platform. | Widget Connector |
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| url | https://www.youtube.com/watch?v=uLa2H0ho3nA |
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Asset Allocation The Allocation page shows the asset allocation by asset class, geography, sub-asset class, custodian and currency. | Widget Connector |
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| url | https://www.youtube.com/watch?v=6W8sHzZX6xg |
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Explainer and Single Security The Explainer is our performance attribution module; it explains where money was made (or lost) between any two dates. The change in net worth is categorized into realized earnings, unrealized earnings, fund flow, and FX revaluations. |
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Canopy Data Engine
First Day on Canopy Engine (an Overview)
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HoldingsThe Holdings page shows a snapshot of the portfolio on any chosen date. | Widget Connector |
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| url | https://www.youtube.com/watch?v=6ZRaFELm0sI |
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| The Performance page shows the time-weighted return (TWR) of your portfolio and a profit line. | Widget Connector |
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| url | https://www.youtube.com/watch?v=2Trxal8K6io |
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Analytics The Analytics page allows the user to slice and dice the equity, bond and fund portfolios by various financial ratios. |
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Using the Parser
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Cashflows The Cashflows report shows historical record and projection of the cash flows from coupons, dividends and distributions based on current holdings. | Widget Connector |
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| url | https://www.youtube.com/watch?v=f0ByAq_NCVY |
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Introduction to Manager ModuleThe manager module allows advisors to view, manage and analyze clients' portfolios from one place. | Widget Connector |
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| url | https://www.youtube.com/watch?v= |
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Canopy Visualisation
The Explainer
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How-To
The following video tutorials show you how to perform certain tasks on Canopy.
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| How to Upload a Statement on Canopy Canopy provides an anonymize and upload tool. Learn how to upload your statements in seconds. | Widget Connector |
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| url | https://www.youtube.com/watch?v= |
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Using the Allocation Matrix
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How to Create a Dashboard on AnalyticsLearn how to create your own dashboards to analyze your data. | Widget Connector |
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| url | https://www.youtube.com/watch?v=Sfja-qfrdJ0&feature=youtu.be |
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| How to Generate ReportsReport are downloadable as PDF or PPT reports suitable for your needs. | Widget Connector |
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| url | https://www.youtube.com/watch?v= |
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How to Create AlertsAlerts on portfolio and holding movements can be created and sent to you at a defined frequency. | Widget Connector |
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| url | https://www.youtube.com/watch?v=voGW-jMwH2w&feature=youtu.be |
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