Canopy

Canopy is a Singapore-based WealthTech firm that specializes in account aggregation, portfolio analytics, and client reporting solutions tailored for financial institutions, wealth management professionals, and high net-worth individuals. Founded in 2012, the company has swiftly ascended to prominence in the financial technology landscape, delivering state-of-the-art reporting and management systems that cater specifically to family offices and asset managers worldwide. Canopy's innovative platform enables users to consolidate and analyze their investments efficiently, transforming manual and error-prone data management methods into streamlined processes that maximize insight and reporting accuracy.

The company prides itself on its robust security measures, being ISO-27001 certified, and using cutting-edge encryption standards to safeguard user data. Every piece of client data is handled with the highest level of confidentiality and security, which is paramount in wealth management. With a commitment to progress and adaptation, Canopy regularly updates its system to incorporate client feedback and emerging technologies, ensuring their offerings remain at the forefront of the WealthTech industry. The Canopy platform is designed not only to meet the diverse needs of its clients but also to enhance their operational efficiencies through exceptional data management capabilities, thus enabling advisors and investors to make informed decisions swiftly.