Canopy
6.5#7 in family office softwareFrom $15,000 a yearAndroidiOSWebAPI
Visit| Fact | Canopy | Ginkgo |
|---|---|---|
| Asset coverage | The platform covers equities, bonds, funds, cash and FX, derivatives, structured products, private markets, and real estate across multi-entity structures. | Supported assets include equities, fixed income, funds, structured products, options, private equity, alternatives, crypto, and multi-currency cash. |
| Headquarters | Singapore | Singapore |
| Reporting | Canopy offers custom reports, white-label PDFs, scheduled and on-demand delivery, batch generation, and multi-language reporting. | Users can configure charts themselves in 10 minutes, request team customization in one day, or have a PPT/PDF template replicated in one week. |
| 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. | The security page says data is hosted in AWS Singapore and describes AWS KMS key management, AES-256 storage encryption, TLS transmission encryption, RBAC, and MFA. |
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.
Ginkgo is built for single-family and multi-family offices and ultra-high-net-worth families, and also serves corporate investment platforms. It suits teams needing consolidated data handling across the listed asset classes.