Discussions
Flag reverse trackers to be deducted from notional exposure of relevant asset class
Does the system allow to flag reverse trackers to be deducted from notional exposure of relevant asset class (e.g. SH s+P500 short tracker to be deducted from overall equity exposure)?
Posted by Sinan Biren over 2 years ago
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 almost 3 years ago
PDFs
Do you handle capital calls and entry of data for other private investments, such as valuation increases?
Posted by Samir Habid almost 3 years ago
How do you handle stock splits?
Posted by Sinan Biren almost 3 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