What is Canopy?
Canopy is a wealth data aggregation and analytics platform for HNWIs and their wealth managers.
Canopy Visualizer
Canopy Visualizer is an interactive and intuitive browser-based web platform of your consolidated wealth portfolio, designed to help you better understand your portfolio allocation and performance.
Introduction to Canopy Visualizer (Full)
An extended overview of the Canopy Visualizer platform.
How to Upload a Statement on Canopy
Canopy provides an anonymize and upload tool. Learn how to upload your statements in seconds.
How to Generate Reports
Report are downloadable as PDF or PPT reports suitable for your needs.
Canopy Settings
Introduction to Accounts
Overview of account structures (Parent Account, Child Account, Currency Account, and Partner Admin Account)