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Which financial institutions have direct data feed integrated with Canopy?
| Financial Institution | Private Clients | External Asset Managers |
|---|
| JP Morgan (SG) | Yes | - |
| Credit Suisse (HK & SG) | Yes (only for clients signing up via CS) | Yes |
| Credit Suisse (CH) | Yes | Yes |
| Bank of Singapore (HK & SG) | Yes | Yes |
| UBS (HK & SG, ZH) | Yes (USD 10,000 per annum) | Yes |
| Morgan Stanley (UK) | Yes | - |
| Interactive Brokers (US) | Yes | Yes |
| Saxo Bank (SG) | Yes | Yes |
| DBS (SG) | - | Yes |
| SYZ (CH) | Yes | - |
| Intesa Sanpaolo (IT) | Yes | - |
| EFG (SG & CH) | - | Yes |
| LGT (SG & HK) | - | Yes |
| Julius Baer (HK and SG) | - | Yes |
| GS (SG & HK) | Yes | - |
| Citi (SG) | Yes | - |
| Vontobel (SG) | - | Yes |
| VP Bank (SG) | - | WIP |
| CA Indosuez (SG) |
| WIP |
| CIMB (SG) |
| WIP |
| Northern Trust (US) |
| WIP |
| Pictet (ZH) |
| WIP |
| Fidelity (US) |
| WIP |
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 |
|---|
| iFast (HK and SG) | - | Yes |
| Julius Baer (HK and SG) | - | Yes |
| Pictet (SG) | - | Yes |
| UBS (CH) | - | Yes |
| VP Bank (SG, LU, CH) | - | Yes |
| Expersoft | - | Yes |
| Stashaway | - | Yes |
| Avent (UAE) | - | Yes |