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Guides Discussions

Guides Discussions

Introduction

Welcome to Canopy
We connect to every Bank in the world
List of Automated Data Feeds
Canopy Use Cases
Pricing

Data Analytics and Visualization

Canopy Analytics Process
Segregated Database
Infinitely Configurable Calculations
High End Customized Reporting
Hyper Personalized Dashboards
Explainer (Most Used Feature)
Meta Data Analytics
Fund Look Through
Demo of the Analytics Process
Preparing Your Bank Statements for Upload
Uploading Statements into Visualizer
- What Information to Anonymize
- How to Anonymize Your Statements
Canopy Visualizer Features

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

Data Upload & Cleansing

Canopy Data Cleansing Process
Typical Bugs Found in Custodian Statements

Structured Derivatives

What are Structured Derivatives
Comprehensive Risk Report in Excel
Risk Report in Chart format

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 7 months ago

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