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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

PandaConnect is a full‑scale investment administration platform and service designed to deliver a complete, correct, and timely portfolio overview across all asset classes and all custodians, currencies, banks, family members, managers, and legal entities. Built from Scandinavian institutional origins and independently operated since 1997, PandaConnect consolidates and aggregates data via its front‑to‑back online platform (PandaCockpit web & app), enabling automatic daily reconciliation with over 65 custodians, transaction registration by team or system, performance (MWR, TWR, IRR), risk figures, compliance monitoring (VaR, stress‑tests, Solvency II), bookkeeping, NAV calculation, cost transparency, and bespoke reporting. PandaCockpit provides interactive investment reporting showing return, risk against benchmarks, transactions, static data, market values, statistical indicators, and supports data exports.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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 investors seeking a solution to automate reconciliation, performance and risk reporting, and ensure transparency across custodians

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Canopy
Founded: 2013
Singapore
www.canopy.cloud/

Company Information

PandaConnect
Founded: 1997
Denmark
pandaconnect.com

Alternatives

Alternatives

PandaChat

PandaChat

PC7 d.o.o.

Categories

Categories

Integrations

Google Sheets
Microsoft Excel
PostgreSQL

Integrations

Google Sheets
Microsoft Excel
PostgreSQL
Claim Canopy and update features and information
Claim Canopy and update features and information
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Claim PandaConnect and update features and information