Portfolio Analysing
Experience the sophistication of intelligent wealth management solutions enhanced by cutting-edge reporting capabilities.
Save time and effort by using Canopy to collect data from any source and in any format (Datafeed Connections, APIs, PDF, Excel, CSV, SWIFT etc.)’
Group and review select client portfolios in more dynamic ways. Scale your practice with complete visibility to portfolio status and activity so you’re updated with the data flow.
Differentiate your service with Canopy’s digital tools that allows you to blend your data to meet increasing demand for personalization, flexibility, and omnichannel engagement.
Elevate the client management experience with Manager
WebAccountPlus Manager empowers wealth managers to conduct sophisticated analyses across multiple clients, fostering deeper engagement and personalized financial strategies.
Visualiser
An intuitive and interactive web application that allows the user to view their consolidated portfolio.
Analytics
The WebAccountPlus Analytics module allows for custom analytics and complete access to the enriched data.
Reporter
The WebAccountPlus Reporter allows users to generate consolidated or individual account reports with the click of a button.
Consolidate PDF and electronic data for all types of assets, including structured products, private equity, real estate etc.
Sophisticated and intuitive tools to instantly slice and dice clean data flexibly to obtain actionable insights.
One size almost never fits all. We customize professional reports according to your requirements for all your reporting needs.
