List of Automated Data Feeds
Financial institutions with direct data feed integrated with Canopy
| Financial Institution | Private Clients | External Asset Managers |
|---|---|---|
| Asset Vantage (US) | Yes | Yes |
| Anchorage (US) | - | Yes (API connection to get raw data) |
| Bank of America (US) | Yes | - |
| Bank of Singapore (SG, HK) | Yes | Yes |
| Bank J. Safra Sarasin (CH) | - | Yes (using a third party provider - Cofex, additional fees may apply) |
| Baumann & Cie Banquiers Basel (CH) | Yes | - |
| Barclays (IE) | Yes | - |
| BNP Paribas (CH) | Yes | - |
| Bordier & Cie (CH,SG) | - | Yes |
| Bitstamp (US) | Yes (API connection to get raw data) | Yes (API connection to get raw data) |
| CIMB (SG) | - | Yes |
| Citibank^ (SG, HK, US, Jersey^, UK^) | Yes | Yes |
| Charles Schwab (US) | - | Yes (A third party program to get files) |
| CMB (MC) | Yes | - |
| Credit Agricole Indosuez (SG) | - | Yes |
| Credit Suisse (SG, HK) | Yes (Client must sign up for a free Canopy Lite account with CS) | Yes (PsN) |
| Credit Suisse^ (CH, UK^) | Yes (PsN, API connection to get files) | Yes (PsN, API connection to get files) |
| Cowen | - | Yes |
| Daiwa (SG) | - | Yes |
| DBS (SG) | Yes | Yes |
| Deutsche Bank (LU, CH) | - | Yes |
| Edmond de Rothschild (LU) | Yes | - |
| Enfusion | - | Yes |
| EFG (SG, HK & CH) | - | Yes |
| EFG (MC) | Yes | - |
| Fidelity (US) | - | WIP |
| Globalance Bank (CH) | - | Yes |
| Goldman Sachs^ (SG, HK, DE, US, UK^, LU, CH) | Yes | Yes |
| HSBC (CH, HK) | Yes | - |
| Helvetische Bank (CH) | - | Yes |
| iFast (HK, SG) | - | Yes |
| Interactive Brokers (US, HK, Ireland, SG, LLC,CH, AUS, CA) | Yes | Yes |
| Intesa San Paolo (IT) | Yes | - |
| JP Morgan (SG, HK, US, CH) | Yes | - |
| Julius Baer (SG, HK) | - | Yes |
| Julius Baer (CH) | Yes | - |
| LGT (SG, HK) | - | Yes |
| Luzerner Kantonalbank (CH) | - | Yes |
| Lombard Odier^ (CH, UK^, SG) | Yes | Yes |
| Merrill Lynch (US) | - | Yes |
| Morgan Stanley (US) | - | Yes |
| Neue Bank (LI) | - | Yes |
| Northern Trust (UK) | WIP | - |
| Pictet^ (SG, CH, UK^) | Yes | Yes |
| Oddo BHF (CH) | Yes | - |
| PCR Insights | - | Yes |
| Rothschild & Co (CH) | - | Yes |
| Saxo Bank (SG) | Yes | Yes |
| SEBA/ Amina (CH) | - | Yes |
| Standard Chartered (SG) | WIP | - |
| Swissquote (SG) | - | WIP (API connection) |
| SYZ (CH) | Yes | Yes |
| Thurgauer Kantonalbank (CH) | Yes | - |
| Union Bancaire Privée (HK, CH, MC) | - | Yes |
| UBS (CH) | Yes (UBS AssetLink) | Yes (UBS AssetLink) |
| UBS (SG, HK) | Yes (additional fees may apply) (UBS AssetLink) | Yes (UBS AssetLink) |
| UBS (JE) | - | WIP (datafeed connection only available by late 2024) |
| UOB KayHian (SG) | - | Yes |
| Van Lanschot (CH) | - | Yes |
| Vontobel (SG,CH) | - | Yes |
| Zurcher Kantonalbank (CH) | Yes | - |
In addition, Canopy has more than 12,000 data feeds for North American, South American and German Financial Institutions available through affiliates. Drop us an email at [email protected] to request for the full list of custodians.
^ Financial Institutions in these locations will require more time to set up the datafeed connection.
Updated 3 days ago