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Welcome to Canopy
What is Canopy
Who is Canopy for?
What Asset Classes are covered?
Canopy Use Cases
Canopy Use Cases
Family Offices
Wealth Managers
Financial Analysis
Getting Data into Canopy
We connect to every Bank in the world
List of Automated Data Feeds
Canopy Data Cleansing Process
Typical Bugs Found in Custodian Statements
Preparing Your Bank Statements for Upload
Uploading Statements into Visualizer
What Information to Anonymize
How to Anonymize Your Statements
Self Service
Data Visualization
Configurable Reporting
Asset Allocation Dashboards
Cashflow Monitoring Dashboards
Performance/Risk/Attribution Dashboards
Fund Look Through Dashboards
Private Equity Dashboards
Real Estate Dashboards
Making a New Dashboard
Data Analytics
Reporting
Canopy Analytics Process
Segregated Database
Calculation Methodology
Explainer (Most Used Feature)
Meta Data Analytics
Demo of the Analytics Process
Canopy Visualizer Features
Structured Derivatives
What are Structured Derivatives
Comprehensive Risk Report in Excel
Risk Report in Chart format
Accounting/General Ledger
Creating the General Ledger
Exporting General Ledger into your Accounting System
Visualizing Data already in Xero
Extract Tables from PDFs
Extraction of tables from PDF documents
How does Canopy Extract work?
PDF Extract Demo (45 sec)
Canopy UL 2.0
List of Supported Formats for Canopy Extract
Canopy Integrations
Integrations
Canopy Account Structure
Introduction to Accounts
Advanced Users
Excel Add-in
Installing the Excel Add-in
Starting the Excel Add-in
Excel Add-in Menu Options
Generate Attribution Summary
Generate Strategy Transactions
Run Strategy Explainer
Troubleshooting if Excel Add-in not working
Create Strategies
Exposure Report
Tables in the Segregated Database
Single Line Transactions
Consolidated Holdings
Strategy Definitions
Strategy Records
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Integrations
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Hubspot for CRM
Updated over 2 years ago
