enVisual360enSynergy Professional Services
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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
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.
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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
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
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
Forward thinking wealth management firms, including Family Offices, Private Banks, Trust and Corporate services firms, Accountancy and Legal firms looking to improve customer services and increase productivity.
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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
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
£40/month/user
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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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
Supported
Live Online
Supported
In Person
Supported
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Company InformationCanopy
Founded: 2013
Singapore
www.canopy.cloud/
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Company InformationenSynergy Professional Services
United Kingdom, Europe, Australia
www.myenvisual.com/envisual
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Alternatives |
Alternatives |
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Categories |
Categories |
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Compliance Features
Archiving & Retention
Not Supported
Artificial Intelligence (AI)
Not Supported
Audit Management
Not Supported
Compliance Tracking
Supported
Controls Testing
Supported
Environmental Compliance
Not Supported
FDA Compliance
Not Supported
HIPAA Compliance
Not Supported
Incident Management
Not Supported
ISO Compliance
Not Supported
OSHA Compliance
Not Supported
Risk Management
Supported
Sarbanes-Oxley Compliance
Supported
Surveys & Feedback
Not Supported
Version Control
Not Supported
Workflow / Process Automation
Not Supported
Financial CRM Features
Account Alerts
Supported
Asset Management
Supported
Expense Tracking
Supported
Household Tracking
Not Supported
Influence Tracking
Not Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Not Supported
Territory Management
Not Supported
Investment Management Features
Accounting Management
Supported
Benchmarking
Not Supported
Bonds / Stocks
Supported
Client Management
Supported
Commodities
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Not Supported
For Investors & Traders
Not Supported
Fund Management
Supported
Modeling & Simulation
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Supported
Risk Management
Not Supported
Legal Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration
Supported
Contract Management
Supported
Document Assembly
Not Supported
Document Indexing
Supported
Document Tagging
Supported
Full Text Search
Supported
Version Control
Supported
Trust Accounting Features
Accrual Accounting
Supported
Activity Tracking
Supported
Asset Gain & Loss Reporting
Supported
Check Writing
Not Supported
Compliance Management
Supported
Cross Ledger Posting
Supported
Customer Statements
Supported
Fee Calculation & Posting
Supported
Receipt Management
Supported
Tax Management
Supported
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Integrations
Google Sheets
Supported
Microsoft Excel
Supported
Microsoft Office 2021
Not Supported
PostgreSQL
Supported
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Integrations
Google Sheets
Not Supported
Microsoft Excel
Not Supported
Microsoft Office 2021
Supported
PostgreSQL
Not Supported
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