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) | Yes | - |
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 | - |
| Morgan Stanley | WIP | - |
LGT (SG & HK) | - | Yes |
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 | - |
Which financial institutions have non-direct data feed integrated with Canopy?
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 (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 |