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Canopy White Label solutions can be branded to meet your needs and allow you to deliver a seamless experience to your clients, whether you are a family office, wealth manager, external asset manager or bank. 


Main features: 

  1. Branded Visualizer website and PDF reports (Note: Analytics customization to be discussed and Excel Front-End is currently not available as a white-labeled product) 
  2. Personalized color scheme of the site (header and chart colors)
  3. Preferred URL (sub-domain name), or https://companyname.canopy.cloud


What clients have to provide: 

  1. Fill in and submit the "White Label Site Requirements" worksheet (download file: Canopy_Partner_White-Label_Requirements_2018.pdf)  which requests you to provide: 
    1. A high-resolution image of company logo (PNG format with transparent background or EPS vector file).
    2. Color scheme of the header, or it will remain default navy blue
    3. Preferred URL (sub-domain name), or https://companyname.canopy.cloud 


For more information, please speak with us about your needs. 

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