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Guides Discussions

Guides Discussions

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

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
Tables in the Segregated Database

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Making a New Dashboard

Tutorial Video

Below is a tutorial showing how to make a customized dashboard

Updated almost 3 years ago