Discussions
How does Canopy SW handle CFD (contract for difference) trades?
May I request you to please advise whether your software can capture CFD (contract for difference) trade .
This is very popular product in Europe.
Posted by Sinan Biren over 2 years ago
Why do I need to provide SCA statements as well? Why cannot Canopy process data with only SIR statements?
My bank regularly provides SIR statements, but I have to manually go and ask for SCA statements which is a hassle. Why cannot Canopy process my data with only SIR statements as that has most of the details
Posted by Tanmai Sharma over 2 years ago
Strategy Creation on Excel Add in
I created strategy by User Asset Class(es) but i fond that the name of user asset class with space for example " Mixed Allocation" can not be calculated.
Posted by Voratha over 2 years ago
Moving existing contract from Company A along with all historical data to a new company
Can I move my current contract from Company A along with all historical data to a new company i.e. Company B?
Posted by Sinan Biren over 2 years ago
PDFs
Do you handle capital calls and entry of data for other private investments, such as valuation increases?
Posted by Samir Habid over 2 years ago
How do you handle stock splits?
Posted by Sinan Biren over 2 years ago
Can we get exempted from paying the %7 The Goods and Services Tax (GST) tax?
Posted by Sinan Biren almost 3 years ago
What is the typical time taken (turnaround time) to process bank statements (i.e. PDF documents)?
Posted by Sinan Biren almost 3 years ago
What is a SFTP (Secure File Transfer Protocol)?
Posted by Sinan Biren almost 3 years ago
What should a typical Bank Statement include for Canopy being able to process and report on it?
Posted by Sinan Biren almost 3 years ago