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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.

About

LP Analyst is the leading cloud‑based private asset portfolio management analytics platform for institutional limited partners. Its award‑winning LP Analyser Monitoring Analytics and Reporting solution unifies all investment data in one place, supported by LPA’s unrivaled managed data service that collects, organizes, and validates data across strategies, asset classes, and investment types. For diligence needs, the GP Analyser platform delivers flexible, detailed drill‑downs into a manager’s entire track record, complemented by operational due diligence, reference calling, and sourcing support. LPA offers independent, expert third‑party secondary valuation, underwriting transactions with detailed cash‑flow forecasts, scenario analysis, and sensitivity modeling across fund and deal structures.

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

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

Audience

Wealth managers and family offices needing a solution to aggregate, analyze, and report on diverse portfolios with custom strategies and high‑end visualizations

Audience

Institutional limited partners seeking a solution to monitor, diligence, and manage private asset portfolios with data-driven insight

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Canopy
Founded: 2013
Singapore
www.canopy.cloud/

Company Information

LP Analyst
Founded: 2011
United States
lpanalyst.com

Alternatives

Alternatives

Categories

Family Office Supported
Wealth Management Supported

Categories

Family Office Supported

Integrations

Google Sheets Supported
Microsoft Excel Supported
PostgreSQL Supported

Integrations

Google Sheets Not Supported
Microsoft Excel Not Supported
PostgreSQL Not Supported
Claim Canopy and update features and information
Claim Canopy and update features and information
Claim LP Analyst and update features and information
Claim LP Analyst and update features and information