Home
Canopy Engine
Engine Tutorials
Categories
Introduction
Account Structure and User Accounts
Data Feed Integration
List of Automated Data Feeds
Data Feed Request Procedures (Respective Banks)
Establish Point of Contact
Data Feed Limitations
Canopy Visualizer
Introduction to Canopy Visualizer
Uploading of Statements
Visualizer Tutorials
Alerts and Notifications
Classification Hierarchy
Hyper Personalized Dashboards
Explainer (Most Used Feature)
Canopy Manager
Introduction
What's inside?
Canopy Manager Vs Canopy Visualizer
Canopy Analytics
Components Of Canopy
Analytics Process & Strategies
Canopy Engine
Introduction
Types of Transaction Formats
Uploading Transactions
Engine User Interface
Introduction to Accounts Creation and Groupings
Engine Tutorials
Canopy Extract
Introduction to Canopy Extract
How does Canopy Extract Work
Using Canopy Extract
Excel Configuration Files
Reports
Introduction to Canopy Reports
Canopy Financial Statements Module
Advanced Users
Tables In The Segregated Database
Excel Add In
Plaid
Wealth Manager
FAQs
Accounts
Data Privacy & Security
Data
Reports
Processing
General Ledger
Xero
Moneytree
Categories
Categories
Introduction
Account Structure and User Accounts
Data Feed Integration
List of Automated Data Feeds
Data Feed Request Procedures (Respective Banks)
Establish Point of Contact
Data Feed Limitations
Canopy Visualizer
Introduction to Canopy Visualizer
Uploading of Statements
Visualizer Tutorials
Alerts and Notifications
Classification Hierarchy
Hyper Personalized Dashboards
Explainer (Most Used Feature)
Canopy Manager
Introduction
What's inside?
Canopy Manager Vs Canopy Visualizer
Canopy Analytics
Components Of Canopy
Analytics Process & Strategies
Canopy Engine
Introduction
Types of Transaction Formats
Uploading Transactions
Engine User Interface
Introduction to Accounts Creation and Groupings
Engine Tutorials
Canopy Extract
Introduction to Canopy Extract
How does Canopy Extract Work
Using Canopy Extract
Excel Configuration Files
Reports
Introduction to Canopy Reports
Canopy Financial Statements Module
Advanced Users
Tables In The Segregated Database
Excel Add In
Plaid
Wealth Manager
FAQs
Accounts
Data Privacy & Security
Data
Reports
Processing
General Ledger
Xero
Moneytree
Engine Tutorials
1. Introduction, Data Flow and Upload Sequence
2. Account Structure, UL 2.0 Fields Description
3. Stashboard Exception And Errors Normalization Validations
4. Transaction Types, Reconciliation
5. Control Tower [Internal]
6. Data Enrichment
7. Tickers
8. Price Derivation
9. Upload And Migration
10. Saving FX Rates [Internal]
11. Standards Of Processing
12. Asset-Specific Treatments
13. Bulk Actions Using UL
14. Datafeed Onboarding [Internal]
15. PDF Post-Processing Checks
16. Automated Rules
