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Canopy vs Sharpfin Family Office Suite

Canopy

6.5#7 in family office softwareFrom $15,000 a year
AndroidiOSWebAPI
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What both publish

FactCanopySharpfin Family Office Suite
HeadquartersSingaporeSharpfin lists its address as Vasagatan 10, 111 20 Stockholm.
ReportingCanopy offers custom reports, white-label PDFs, scheduled and on-demand delivery, batch generation, and multi-language reporting.Reporting includes client reports and regulatory outputs such as ex-post cost, KU and TRS reports.

Canopy plans

  • Single Family Office$15,000 a year
  • External Asset Manager / Multi Family Office$25,000 a year

Sharpfin Family Office Suite plans

  • Fund manager examplePriced on request
  • Discretionary manager examplePriced on request
  • Sharpfin Family Office SuitePriced on request
  • Sharpfin Wealth Management SuitePriced on request

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 Sharpfin Family Office Suite if…

It suits wealth managers, family offices, and fund administrators seeking modular tools for client and portfolio management, compliance, and reporting. Its web and API availability and branded client access may fit teams serving clients digitally.

Charts they share