Canopy
6.5#7 in family office softwareFrom $15,000 a yearAndroidiOSWebAPI
VisitCanopy vs FundCount
What both publish
| Fact | Canopy | FundCount |
|---|---|---|
| Headquarters | Singapore | Barbados |
| Portfolio accounting | Features include daily revaluation, cost basis, realized and unrealized P&L, FX attribution, accruals, corporate actions, and double-entry bookkeeping. | The portfolio engine records positions, prices, accruals, corporate actions and tax lots across listed, private and alternative assets and posts entries to the general ledger. |
| Product | Canopy consolidates wealth held across custodians, reconciles it, and provides analytics and reporting from a shared source of truth. | FundCount integrates portfolio, partnership, and general ledger accounting on one platform for investment analysis and reporting. |
| Reporting | Canopy offers custom reports, white-label PDFs, scheduled and on-demand delivery, batch generation, and multi-language reporting. | Reporting includes financial statements, performance, NAV, look-through analysis, dashboards and on-demand investor outputs. |
| 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. | FundCount provides a security and compliance center covering access, incident response, change management, subprocessors, penetration-test materials and audit reports, with some documents potentially requiring an NDA. |
Canopy plans
- Single Family Office$15,000 a year
- External Asset Manager / Multi Family Office$25,000 a year
FundCount plans
- Single Family Office / Asset Owner$35,899 a year
- Multi-Family Office$26,950 a year
- Fund Admin Incubator$14,450 a year
- Shadow Hedge Fund$35,899 a year
- FundCount Sandbox$499 a month
- High-Net-Worth Individual$4,000 a year
Pick Canopy if…
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.
Pick FundCount if…
FundCount is aimed at family offices, fund administrators, hedge funds, and private equity firms. Its accounting and reporting features suit organizations handling multiple asset classes or partnership structures.