FinBursa 360FinBursa Technologies Ltd
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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
FinBursa is the intelligent front-office platform for global private markets, unifying CRM, deal management, document workflows, fundraising, asset sales and opportunity promotion in a white-labelled collaborative environment, with agentic AI embedded across the platform and access to a connected deal database.
It enables private-market firms to manage relationships, transactions, documents, fundraising, asset sales and opportunity promotion within one collaborative platform instead of relying on fragmented point solutions. Its agentic AI capabilities operate across the firm’s connected data and institutional context to support analysis, intelligence and execution throughout front-office workflows.
FinBursa is designed for professional private market participants seeking institutional-grade infrastructure and configurable workflows that reduce fragmentation, preserve institutional knowledge and help teams execute with greater speed, consistency and control.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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
Private equity firms, venture capital firms, investment banks, family offices, advisory firms, syndicates and capital networks managing relationships, deals, fundraising and investor workflows.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
Contact us
Contact us for pricing. Annual subscription, minimum 5 users.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationCanopy
Founded: 2013
Singapore
www.canopy.cloud/
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Company InformationFinBursa Technologies Ltd
Founded: 2024
New York, NY, United States; Dubai, United Arab Emirates
finbursa.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Not Supported
Asset Management
Supported
Expense Tracking
Not Supported
Household Tracking
Not Supported
Influence Tracking
Not Supported
Lead Management
Not Supported
Marketing Management
Not Supported
Relationship Tracking
Supported
Team Assignments
Not Supported
Territory Management
Not Supported
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Integrations
Google Sheets
Supported
Microsoft Excel
Supported
Microsoft Outlook
Not Supported
PostgreSQL
Supported
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Integrations
Google Sheets
Not Supported
Microsoft Excel
Not Supported
Microsoft Outlook
Supported
PostgreSQL
Not Supported
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