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Canopy
Singapore
What it is
Canopy consolidates wealth across custodians, reconciles holdings, and provides portfolio analytics and reporting from a shared source of truth. It connects to more than 250 custodians using direct feeds, real-time SWIFT, and AI-parsed statements. Supported assets include equities, bonds, funds, cash and FX, derivatives, structured products, private markets, and real estate across multiple entities. Accounting features include daily revaluation, cost basis, realized and unrealized profit and loss, FX attribution, accruals, corporate actions, and double-entry bookkeeping. Analytics cover returns, risk and exposure, scenario modeling, benchmarking, allocation, mandate monitoring, and cash flow forecasting. Teams can produce custom or white-label reports for scheduled or on-demand delivery. The client portal includes native iOS and Android apps, role-based access, and in-product AI chat. Optional AI features include portfolio questions with cited answers, PDF analysis, and transaction classification; Canopy says client data is not used to train shared AI models. Pricing depends on scope; a listed Single Family Office plan starts at $15,000 a year with a one-year commitment.
For and against
For
- Connects to more than 250 custodians.
- Covers public and private assets across multiple entities.
- Includes daily valuation and double-entry bookkeeping.
- AI is opt-in and provides cited portfolio answers.
- Native iOS and Android client apps are available.
Against
- Pricing depends on scope and requires a private demo.
- Single Family Office plan starts at $15,000 a year.
- Data is hosted in Singapore and governed under Singapore law.
The verdict
Canopy combines custody connections, portfolio accounting, analytics, and reporting for institutional wealth managers. Its optional AI and mobile portal extend the offering, while its listed Single Family Office pricing starts at $15,000 a year.
Who it suits
Canopy is aimed at family offices, external asset managers, and private banks consolidating portfolios across custodians and entities. It also suits teams seeking investment accounting, reporting, and portfolio analytics in one platform.
Plans and prices
Single Family Office
Each additional Subscription Unit USD 5,000 per annum
Read 3 Oct 2026 · images.canopy.cloud
External Asset Manager / Multi Family Office
50 standard portfolios for end-clients · 15 RM users · additional portfolios USD 240 per annum each · additional RM users USD 325 per annum each
Read 3 Oct 2026 · images.canopy.cloud
On the record
- AI
- Its AI provides natural language portfolio chat with source cited answers, PDF portfolio analysis, and machine learning transaction classification; AI is opt-in.canopy.cloud · read 3 Oct 2026
- AI data use
- Canopy says it does not use client data to train shared AI models and that AI is opt-in.canopy.cloud · read 3 Oct 2026
- Analytics and planning
- Analytics include returns, attribution, risk and exposure, private equity and venture metrics, scenario modeling, benchmarking, allocation and rebalancing, mandate monitoring, and cash flow forecasting.canopy.cloud · read 3 Oct 2026
- Asset coverage
- The platform covers equities, bonds, funds, cash and FX, derivatives, structured products, private markets, and real estate across multi-entity structures.canopy.cloud · read 3 Oct 2026
- Custodian connections
- Canopy connects to more than 250 custodians through direct feeds, real-time SWIFT, and AI-parsed statements.canopy.cloud · read 3 Oct 2026
- Data jurisdiction
- Canopy hosts data in Singapore and says it is governed under Singapore law.canopy.cloud · read 3 Oct 2026
- Integrations and API
- The platform lists a REST API, multi-source pricing, custom frontends on Canopy data, general ledger export to ERP, and CRM sync.canopy.cloud · read 3 Oct 2026
- Mobile
- The client portal includes native iOS and Android apps, principal and manager views, role-based access, SSO, and in-product AI chat.canopy.cloud · read 3 Oct 2026
- Portfolio accounting
- Features include daily revaluation, cost basis, realized and unrealized P&L, FX attribution, accruals, corporate actions, and double-entry bookkeeping.canopy.cloud · read 3 Oct 2026
- Pricing and onboarding
- The current platform page says pricing depends on scope and directs prospective customers to a private demo; onboarding is structured and run by Canopy's team.canopy.cloud · read 3 Oct 2026
- Product
- Canopy consolidates wealth held across custodians, reconciles it, and provides analytics and reporting from a shared source of truth.canopy.cloud · read 3 Oct 2026
- Reporting
- Canopy offers custom reports, white-label PDFs, scheduled and on-demand delivery, batch generation, and multi-language reporting.canopy.cloud · read 3 Oct 2026
- Security
- Canopy says it is ISO 27001:2022 certified and MAS-aligned, with per-client database isolation, encryption in transit and at rest, and annual third-party penetration tests.canopy.cloud · read 3 Oct 2026
- Who it serves
- Canopy describes its intended customers as family offices, external asset managers, and private banks.canopy.cloud · read 3 Oct 2026
