New age Fintechs are making a huge change in the way people interact with their finances, the Canopy product suite not only caters to cohesive aggregation of financial data but also provides compelling visualizations and insights.
From analyzing financial information to advising, managing clients’ portfolios to reporting, the world of wealth management is onerous. We’re here to help you serve your clients in a better way.
The Canopy Manager frees you to devote the time you need to pilot your clients’ ship of wealth management. The innate dashboards, pragmatic functionalities, agile integrations and phenomenal service, make it all the more smooth to deliver cutting-edge client experience.
“Because, if the investors trust you with their money, you need to be categorical on how you infuse that”.
Use Canopy Manager if:
You need to assess the performance of your portfolio by asset class, by geography, by custodians etc.
You need to collectively review portfolios of different clients at one go
You need segregate holdings in very specific ways that cannot be reflected on your custodian reports
You need to setup your account for processing your statements
You wish to see historical transactions with no limit on date range
You wish to know total profit and loss made on a security, including capital gains and distribution income
You wish to have the summary of the Fee charged from different clients in various currencies
You wish to upload and visualize the documents related to your portfolio