Ajackus helped Canopy eliminate manual data bottlenecks and deliver a sophisticated wealth visualisation platform adopted by leading banks and high-net-worth individuals across Singapore.
Engagement Model
Team Augmentation
Your team, supercharged — every Ajackus engineer comes AI-native, shipping 40–60% faster from day one
Managed Delivery
Tell us the problem. We handle everything — discovery, architecture, build, testing, deployment — at AI speed
BOT Model
We build your offshore engineering center with AI-trained teams, operate it to maturity, then transfer ownership to you
Expertise
AI Development
Custom AI agents, LLM integrations, RAG pipelines, and AI enablement — from strategy to production
Web Development
Enterprise web applications built with AI-augmented engineering for 40-60% faster delivery
Mobile Development
Native and cross-platform mobile apps built at AI pace with rigorous automated quality
DevOps
Infrastructure that scales automatically, deploys safely, and costs less
Low-Code/No-Code
Airtable, Glide, Shopify, and WordPress solutions with AI automation layers — built in days
Data Analytics
Turn raw data into decisions that drive revenue — 80% faster with AI-assisted analytics
UI/UX Design
User-centered interfaces designed with AI-powered speed — 3x faster iteration, sharper insights
How Canopy Modernised Wealth Management with Interactive Portfolio Visualisation
Services
Web Application Development
Data Visualisation Engineering
Financial Platform Development
Technologies
Leading Banks
Platform Adopted By
HNW Clients
Served Through Platform
Zero
Manual PDF Conversions Required
Overview
Executive Summary
Client
Challenge
Goals
Journey
Results
Technology
Takeaways
FAQ
Executive Summary
The Problem
Canopy’s teams were manually converting PDF bank statements into digital records because limited banking APIs could not capture investment activity automatically — a slow, error-prone process that prevented the platform from competing for premium institutional clients and left wealth managers without reliable, real-time portfolio data.
The Solution
The Ajackus team partnered with Canopy to redesign and extend their web application with AmCharts-powered data visualisation across asset classes, markets, and currencies; an interactive gains, flows, and FX revaluation explainer; a strategy management module for wealth advisors; and a consolidated portfolio dashboard — all delivered as modular additions to the live platform.
The Result
Canopy’s platform was adopted by leading banks and attracted high-net-worth individuals and wealth advisors as clients. Manual PDF-to-digital conversion was eliminated across standard portfolio data, and Canopy achieved a premium positioning in Singapore’s competitive wealth management market.
Client
Canopy is a Singapore-based FinTech platform that aggregates and presents portfolio data for wealth managers, trustees, and accountants. The engagement required Ajackus to work within Canopy’s existing live codebase — extending the platform with new visualisation capabilities and financial management features without disrupting an active user base that included institutional clients.
| Company | Canopy |
| Industry | FinTech / Wealth Management |
| Headquarters | Singapore |
| Target Users | Wealth managers, trustees, accountants, high-net-worth individuals |
| Engagement Type | Product enhancement and feature development |
Challenge
The Bottom Line
Wealth management professionals were spending significant time on manual, error-prone data entry because bank APIs could not adequately capture the full scope of investment activity — a bottleneck that limited Canopy’s ability to compete for premium institutional clients.
Canopy’s platform aggregated portfolio data for wealth managers, trustees, and accountants across Singapore. However, the fragmented state of banking APIs meant that much of the investment activity data — particularly from PDF statements — could not be ingested automatically. Teams resorted to manual data entry: converting PDF records into digital formats line by line, a process that was time-intensive and introduced transcription errors.
Beyond the data ingestion problem, Canopy’s visualisation layer needed significant enhancement. Users lacked meaningful ways to understand portfolio performance across asset classes, markets, and currencies in a single consolidated view. The platform also had no mechanism for strategy management, meaning wealth advisors could not articulate or track active investment strategies for their clients. Without these capabilities, Canopy was positioned below the premium tier it was built to occupy.
A Dual Problem: Data Accuracy and Data Presentation
The challenge required both a deeper integration approach and a significant UX uplift — simultaneously solving data accuracy and data presentation without disrupting the existing user base or the institutional clients already using the platform.
Goals
The engagement needed to address both the operational bottleneck of manual data entry and the product gap in visualisation and strategic management — delivering capabilities that would position Canopy to win institutional and high-net-worth clients.
| Goal | Success Criterion |
|---|---|
| Eliminate manual PDF-to-digital data conversion | Zero manual re-entry required for standard portfolio data |
| Deliver comprehensive portfolio visualisation | Multi-asset, multi-currency views using AmCharts |
| Enable strategy management for wealth advisors | Active investment strategies manageable from within the platform |
| Build an interactive gains and flows explainer | Users can explore realised and unrealised gains, fund flows, and FX revaluations |
| Position Canopy for premium-tier client acquisition | Adoption by leading banks and high-net-worth individuals |
Journey
The Ajackus team approached this engagement as a product enhancement partnership — working inside Canopy’s existing codebase to extend functionality without disrupting live users or existing institutional client workflows.
Advanced Data Visualisation with AmCharts
The Ajackus team integrated AmCharts as the core visualisation library across Canopy’s portfolio views. This enabled wealth managers to analyse holdings across asset classes, markets, and currencies in interactive, drill-down charts. Chart components were built to be reusable and configurable, allowing Canopy’s product team to introduce new views without engineering overhead.
Strategy Management Module
A new strategy management feature was designed and built from the ground up, giving wealth advisors the ability to define and monitor active investment strategies for each client. This included strategy creation workflows, assignment to portfolios, and progress tracking — capabilities that directly addressed the expectations of institutional clients such as leading banks.
Interactive Gains and Flows Explainer
The Ajackus team designed and built an interactive tool that gave users granular visibility into the components driving portfolio performance. Users could explore realised and unrealised gains, fund inflows and outflows, and foreign exchange revaluation effects — each presented with clear labels and interactive breakdowns. This transparency was a key differentiator for high-net-worth users who required precise performance attribution.
Consolidated Portfolio Dashboard
A unified dashboard brought together all portfolio data — across assets, accounts, and currencies — into a single, intuitive interface. The Ajackus team structured the data layer to normalise inputs from multiple sources, reducing the dependency on manual PDF conversions and enabling near-real-time portfolio views for wealth managers and their clients.
Results
The enhanced Canopy platform achieved adoption by leading banks and high-net-worth individuals across Singapore, eliminated manual PDF-to-digital data conversion, and repositioned Canopy in the premium tier of the wealth management market.
Leading Banks
Adopted the Platform
Zero
Manual PDF Conversions Required
HNW Segment
Successfully Penetrated
What went well:
Platform Delivery
- Multi-asset, multi-currency portfolio visualisation delivered using AmCharts across Canopy’s web application
- Strategy management module built from the ground up, enabling wealth advisors to define and track client investment strategies
- Interactive gains, flows, and FX revaluation explainer giving users granular performance attribution
- Consolidated portfolio dashboard aggregating data across accounts, assets, and currencies into a single view
Technical Achievements
- AmCharts integrated with reusable, configurable chart components that Canopy’s product team can extend independently without engineering overhead
- Data layer restructured to normalise inputs from multiple sources, reducing dependency on manual PDF-to-digital conversion
- All features delivered as modular additions to the existing live codebase — minimising integration risk and allowing parallel product development
Business Impact
- Platform adopted by leading banks and wealth advisory firms across Singapore
- High-net-worth individuals attracted as clients — an audience that demands precision, depth, and institutional-grade trust
- Canopy repositioned from a functional aggregation tool to a premium wealth management platform competitive at the institutional tier
Why It Worked
Institutional-Grade Visualisation
By integrating AmCharts with a carefully designed data layer, the Ajackus team gave Canopy a visualisation standard that matched the expectations of institutional clients. Leading banks and wealth advisors found the multi-asset, multi-currency views comprehensive enough to replace legacy reporting tools — a direct result of building to institutional standards rather than minimum viable specifications.
Eliminating the Manual Bottleneck
The consolidated portfolio view and improved data normalisation removed the need for manual PDF-to-digital conversion. Wealth managers could rely on the platform for accurate, up-to-date portfolio data without the latency and error risk of manual entry — a change that directly improved operational efficiency across client teams and made the platform viable at scale.
A Platform Worthy of Premium Clients
The combination of strategy management, interactive performance explainers, and a polished consolidated view transformed Canopy from a functional aggregation tool into a premium wealth management platform. This positioning enabled Canopy to attract high-net-worth individuals and leading financial institutions — audiences that demand precision, depth, and trust from every surface they interact with.
Frequently Asked Questions
What was the primary technical challenge Ajackus solved for Canopy?
The primary challenge was twofold: improving data normalisation to reduce dependency on manual PDF conversion, and building a sophisticated visualisation layer that could present multi-asset, multi-currency portfolio data in a clear, interactive format. The Ajackus team addressed both by integrating AmCharts with a restructured data layer and building reusable chart components that Canopy's team could extend independently.
How does Ajackus approach feature development within an existing FinTech platform?
Ajackus engineers work within the existing codebase and architecture, extending functionality without disrupting live users. For Canopy, this meant building the strategy management module and gains explainer as modular additions to the current system — reducing integration risk and allowing parallel development with ongoing product work.
What types of wealth management functionality did Ajackus build for Canopy?
Ajackus delivered four key capabilities: an AmCharts-based data visualisation layer covering asset classes, markets, and currencies; a strategy management module for wealth advisors; an interactive gains, flows, and FX revaluation explainer; and a consolidated portfolio dashboard that aggregated data across accounts and sources.
Can Ajackus build FinTech platforms for regulated markets like Singapore?
Yes. Ajackus has experience delivering financial technology solutions for regulated markets, including Singapore's wealth management sector. Engagements focus on data accuracy, user trust, and meeting the interface standards expected by institutional clients such as banks and wealth advisory firms.
How long does it typically take Ajackus to deliver a feature enhancement for a FinTech product?
Timeline depends on scope and complexity, but Ajackus typically operates in structured sprints with defined milestones. For product enhancements like those delivered for Canopy — involving data visualisation, new modules, and UX improvements — the team plans for iterative delivery with continuous testing to ensure stability on live platforms.
Let’s Build your Project Together
