Welcome to Canopy

This page will help you get started with Canopy. You'll be up and running in a jiffy!

What is Canopy

Canopy is a Financial Data Aggregation and Analytics platform. We take Financial Transactions Data in any format, from any custodian and create hyper personalized analytics and dashboards on it.

All Asset Classes, All Currencies, All Custodians in any Data Format for Any Kind of AnalysisAll Asset Classes, All Currencies, All Custodians in any Data Format for Any Kind of Analysis

All Asset Classes, All Currencies, All Custodians in any Data Format for Any Kind of Analysis

Who is Canopy for?

Canopy’s customers are

  • Single Family Office
  • Multi Family Offices / Wealth Managers / External Asset Managers (EAMs/IAMs)
  • Private Banks
  • Other Fintechs
  • Trustees
  • Self Directed Traders

What Asset Classes are Covered

We cover all Asset Classes. This includes Equities, Bonds, Funds, Private Equity, Hedge Funds, Derivatives, Real Estate, Precious Metals, Crypto, Art etc. We cover all currencies and geographies

How much does Canopy cost?

Canopy costs have 3 components

  1. Software License: This includes all functionality of Canopy
  2. Data Upload and Consistency Check (Optional):
  3. Customized Dashboard and Report Creation (Optional): is available in two formats

Pricing Sheet

There are bulk discounts available for Banks offering Canopy to their clients.

Data Upload and Consistency Check Services (Optional)
If required, Canopy can do the data upload and consistency check for all (or part) of your data. Costs are linked to the effort required. There is no data upload cost for Software License only customers, who will be doing their own data uploads.

Customized Dashboard and Report Creation (Optional)
Canopy comes with a very rich set of Dashboards and Reports built in. However some of our more sophisticated customers prefer to get Dashboards/Reports made to their specifications, which we are happy to do at a manhour linked cost

100% Open API driven

Every single bit of functionality in Canopy is accessible via our Open APIs. Please see our Postman Document for some sample APIs.

Signing up for Canopy

Please leave us a message on our public website. We would love to have you as a customer and join our rapidly growing community


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