Canopy
6.5#7 in family office softwareFrom $15,000 a yearAndroidiOSWebAPI
Visit| Fact | Canopy | Sharpfin Family Office Suite |
|---|---|---|
| Headquarters | Singapore | Sharpfin lists its address as Vasagatan 10, 111 20 Stockholm. |
| Reporting | Canopy 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 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.
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.