Canopy
Canopy brings wealth records from multiple custodians into a reconciled portfolio view for family offices, external asset managers, and private banks.
What Canopy is
Canopy brings wealth records from multiple custodians into a reconciled portfolio view for family offices, external asset managers, and private banks. It connects to more than 250 custodians through direct feeds, real-time SWIFT, and AI-parsed statements, and covers assets from equities and cash to private markets and real estate across multiple entities. Accounting tools include daily revaluation, cost basis, profit and loss, FX attribution, accruals, corporate actions, and double-entry bookkeeping. Analytics span returns, risk, exposure, scenario modeling, benchmarking, allocation, mandate monitoring, and cash flow forecasting. Teams can create custom or white-label reports and arrange scheduled or on-demand delivery. The client portal includes native iOS and Android apps, role-based access, and 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.
Good
- Connects to more than 250 custodians.
- Covers private markets and real estate.
- Provides portfolio accounting and analytics.
- Offers native iOS and Android client apps.
- AI features are optional.
Watch out
- Paid service with pricing dependent on scope.
- Single Family Office plan requires a one-year commitment.
- Additional Subscription Units cost USD 5,000 per annum.
Who it suits
Canopy is intended for family offices, external asset managers, and private banks that need consolidated wealth records and portfolio reporting. It may suit teams that work across multiple custodians and entity structures.
Verdict
Canopy combines consolidated portfolio records with accounting, analytics, and reporting for institutional wealth-management users. Prospective customers need to request pricing and assess the scope of an annual commitment.
Plans and prices
From Canopy's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Single Family Office | $15,000 a year | Each additional Subscription Unit USD 5,000 per annum · Annual fee starts at USD 15,000 per Subscription Unit (1-year commitment) |
| External Asset Manager / Multi Family Office | $25,000 a year | 50 standard portfolios for end-clients · 15 RM users · additional portfolios USD 240 per annum each · additional RM users USD 325 per annum each · USD 25,000 per annum (1-year commitment) |
The facts
Each one read from Canopy's own pages, with the date it was checked.
What it does
- AI
- Its AI provides natural language portfolio chat with source cited answers, PDF portfolio analysis, and machine learning transaction classification; AI is opt-in.checked 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.checked 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.checked 3 Oct 2026
- Custodian connections
- Canopy connects to more than 250 custodians through direct feeds, real-time SWIFT, and AI-parsed statements.checked 3 Oct 2026
- Data jurisdiction
- Canopy hosts data in Singapore and says it is governed under Singapore law.checked 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.checked 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.checked 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.checked 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.checked 3 Oct 2026
- Product
- Canopy consolidates wealth held across custodians, reconciles it, and provides analytics and reporting from a shared source of truth.checked 3 Oct 2026
- Reporting
- Canopy offers custom reports, white-label PDFs, scheduled and on-demand delivery, batch generation, and multi-language reporting.checked 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.checked 3 Oct 2026
- Who it serves
- Canopy describes its intended customers as family offices, external asset managers, and private banks.checked 3 Oct 2026
Money
- 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.checked 3 Oct 2026
The company
- Headquarters
- Singaporechecked 28 Sep 2026
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