The essential characteristic features of the Canopy Manager are listed below:
Client List
View your list of clients/accounts along with the summary as to the last transaction undertaken, Net Worth, YTD Performance etc. Click on the icon under Actions to review the detailed Portfolio of any client. Learn More
Review Clients
Analyze various aspects of the Portfolio of a individual client or group of clients, and also helps in side-by-side comparison of the selected portfolios. The attributes such as Net Worth, Asset Allocation, Performance, Holdings, Transactions, Cashflows, Movers, Portfolio Status and Documents and Explainer forms the very basis of the Portfolio Analysis.
Review All
Review All gives an aggregated view of the portfolio of all your clients/accounts, and have an insight into the overall footing of the wealth manager’s business. Learn More
Strategy Analytics
Every client has a segregated database. Manage Strategies allows you to manage (view, create, run, delete, download) all strategies in your unique database. Once you've created your stategies (grouped by any ticker/asset class/ accounts etc.), you can plot the return on the Performance chart well as the Tableau/PowerBI Analytics Reports. Learn More
Dashboards
View standard and custom dashboards enabled for the Partner Admin or Customers here. Learn More
Upload Documents - Data Storage
Upload and store your documents securely (such as analytics reports, financial statements, fee report etc.). Learn more
Upload Documents - Data Management
Admin users can download and upload the Omni Template in this view. Learn More
Reports
The Reports feature maintains the records peculiar to the wealth manager and also houses the Powerpoint version of the Tableau Workbooks. The following are the sub-functionalities under Reports
i. Documents - It contains the documents belonging to the wealth manager example Fee Schedule, lease documents, maintenance documents, financials of the business etc.
ii. Tableau To PPT -This helps generation of tableau workbooks into PPT reports
iii. Fee Report - This features provides a summary of the various fee charged by wealth managers from individual clients and also its detailed view in an excel format. Learn More
Excel Add-In
This function is meant to provide a view of the transactions, holdings, asset allocation, performance and explainer all in one place through Microsoft Excel
How It Works
Gain insights into Canopy's data processing and reporting capabilities.
Support
Learn how to use Canopy by accessing our knowledge base.
Tableau (Insights)
Build bespoke reports with data processed by Canopy. Access your Tableau Report Builder via this link. Please request a license from us.