Canopy Voly

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Canopy:

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.
Voly:

About

Voly is the market‑leading multi‑currency accounting and financial management platform built for superyachts and multi‑asset portfolios. It delivers one seamless system for yacht accounting, multi‑asset management (including property, private aircraft, other assets), cash, cards, invoices, APA charter management, payments, and foreign exchange. Users such as captains, crew, owners, management companies, family offices, property managers, housekeepers, flight crew, drivers, bookkeepers, and accountants benefit from real‑time visibility across entire portfolios via an interactive dashboard. Voly integrates a fully‑integrated Voly Prepaid Mastercard and FX payment platform, enabling SEPA and SWIFT. On‑the‑go transaction logging is available through a mobile app, with real‑time cash and card balances.
Canopy:

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
Voly:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Supported
Chromebook Not Supported
Canopy:

Audience

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

Audience

Asset managers of high‑net‑worth individuals in need of a tool to manage properties, aircraft, and other assets
Canopy:

Support

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

Support

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

API

Offers API Supported
Voly:

API

Offers API Not Supported
Canopy:

Screenshots and Videos

Voly:

Screenshots and Videos

Canopy:

Pricing

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

Pricing

Free
Free Version Supported
Free Trial Not Supported
Canopy:

Reviews/Ratings

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

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Voly:

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
Canopy:

Training

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

Training

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

Company Information

Canopy
Founded: 2013
Singapore
www.canopy.cloud/
Voly:

Company Information

Voly
Founded: 2016
United Kingdom
www.volygroup.com
Canopy:

Alternatives

Voly:

Alternatives

FOMCS

FOMCS

ATLANTIS Global Management Information Systems
Canopy:
Voly:
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Canopy:
Voly:
Canopy:
Voly:
Canopy:
Voly:
Canopy:

Categories

Family Office Supported
Wealth Management Supported
Voly:

Categories

Family Office Supported
Canopy:

Integrations

Bchex Not Supported
Google Sheets Supported
Mastercard Payment Gateway Services Not Supported
Microsoft Excel Supported
PostgreSQL Supported
Voly:

Integrations

Bchex Supported
Google Sheets Not Supported
Mastercard Payment Gateway Services Supported
Microsoft Excel Not Supported
PostgreSQL Not Supported
Canopy:
Claim Canopy and update features and information
Claim Canopy and update features and information
Voly:
Claim Voly and update features and information
Claim Voly and update features and information