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General Information on the Company 

Tanmai: UBS Future of Finance competition - regional finals Singapore

PW: UBS100innovate

Canopy Data Engine

Introduction to Accounts 

Overview of account structures within Canopy (video by Viknes) 

First Day on Canopy Engine (an Overview)

An introduction to the administrative layout and a quick glance at transaction bookings (video by Martin)

Using the Parser

An introduction on using the Parser to extract information from bank PDF statements (video by Martin)

Canopy Visualisation

The Explainer

An introduction to the Explainer feature (video by Anwar)

 

Portfolio Allocation & Allocation Matrix

An introduction to the Portfolio Allocation and Allocation Matrix (video by Viknes)

 

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