Related Products
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About
Canopy is a financial data‑aggregation and analytics platform that consolidates portfolio data from any source, PDFs, Excel/CSV, APIs, SWIFT, custodians, and private banks, across all asset classes (equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, crypto, art, wine, collections, etc.) and all currencies and geographies. It cleans, standardizes, and merges data into segregated PostgreSQL databases, one per client, enabling direct query access via an Excel add‑in or read/write database access and integration with other systems. Transactions are automatically processed to calculate asset allocation, performance, P&L, volatility, VaR, cash flows, risk analytics, and other financial metrics. Users can define unlimited “strategies”, custom groupings of transactions (by asset class, sector, account, security, etc.), and run infinitely configurable calculations via the web interface or Excel add‑in.
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About
Copia Wealth Studios is a mobile‑first wealth operating system that brings together AI‑powered document ingestion, portfolio aggregation, specialized planning, and operations automation into a unified platform for sophisticated investors, family offices, multi‑family offices, institutions, and registered investment advisors. It integrates data from portals, accounts, and documents for a real‑time, comprehensive view, enabling users to preserve wealth, optimize portfolios, validate decisions, visualize entity and trust structures, forecast capital calls, and streamline workflows. Copia’s suite includes intelligent document processing (extracting data from K‑1s, capital‑call notices, distribution statements, etc.), entity‑map visualization, manager performance benchmarking, automated monthly and ad‑hoc reporting, natural‑language document querying, biometric 2FA, and white‑glove security practices using encryption.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Wealth managers and family offices needing a solution to aggregate, analyze, and report on diverse portfolios with custom strategies and high‑end visualizations
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Audience
Individuals, family offices, and their advisory teams searching for a tool to visualize, analyze, and manage complex multi‑asset portfolios and wealth structures
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$895 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCanopy
Founded: 2013
Singapore
www.canopy.cloud/
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Company InformationCopia
Founded: 2021
United States
copiawealthstudios.com
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Alternatives |
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Categories |
Categories |
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Integrations
Google Sheets
Microsoft Excel
PostgreSQL
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