Related Products
|
||||||
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
Connect directly with your custodian banks, asset managers, private equity funds, benchmarks, ESG, or credit rating providers. Get security level reports, enriched issuers data, and gather your liquid and illiquid assets in the same place. No data source will be left aside, as you can incorporate easily into your account all your partners' data, irrespective of the format they use or their level of IT maturity. Enrich your portfolio data thanks to tens of thousands of funds, ETFs, indices, securities, derivatives, and market signals. Link your account with your internal or external research partners to take well-informed and fact-based investment decisions. Benefit from a fully tailored service, by a team of seasoned professionals coming from the financial industry and able to turn your objectives into actionable dashboards and tools. Asset consolidation & data aggregation. Data collection, preparation, and integration.
|
|||||
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
Professionals and users seeking a solution to manage their investment portfolios and ESG performance
|
|||||
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
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationCanopy
Founded: 2013
Singapore
www.canopy.cloud/
|
Company InformationQuantilia
Founded: 2016
France
www.quantilia.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
Google Sheets
Microsoft Excel
PostgreSQL
|
||||||
|
|
|