Canopy is a Singapore based fintech that offers account aggregation, portfolio analytics, and client reporting solutions to financial institutions, wealth management professionals, and high net-worth individuals. Canopy partnered with Ajackus to build and enhance multiple features in the Visualizer application.
Canopy - Visualizer
Web App development
Most banks do not issue comprehensive APIs that capture investment activity to external vendors. That forces wealth managers, trustees, accountants to employ ‘brute-force’ manpower to convert PDF statements into digital entries.
Our team worked with Canopy to build and enhance multiple features like data visualization using Amcharts to assist investors in visualizing their wealth across all asset classes, markets, and currencies, Strategy Management to give users the ability to manage their strategies, Explainer to understand the sources of your realized, unrealized, fund flows, and FX revaluations. The result is an intuitive and interactive web application that allows the user to view their consolidated portfolio. The application is used by leading banks, High Networth Individuals and Wealth Advisors.
Obtain a quick overview of consolidated wealth on a single page.
Utilize the performance attributor to understand the sources of your realized, unrealized, fund flows, and FX revaluations.
View your portfolio by asset class, geography, custodian, currency, and more.
Group your current and past holdings by the custodian, asset class, industry, and many more.
Compare your consolidated performance to individual tickers, indexes, and many more.
Group you investments on a three dimensional graph to indentify your portfolio concentrations.
Understand the sources of your cashflows, and forecast future cashflows based on your current portfolio.
Group your consolidated portfolio by key metrics pulled from your account statements, and Bloomberg.
Canopy provides a complete and accurate picture of a HNWI’s entire wealth, from PDF or any data source, anonymously. The flexibility to access their aggregated financial data via the mobile-first website, a highly customizable PDF and PPT report generator, an Excel Frontend or via the APIs directly, which can connect to any Business Intelligence tool. Some of Canopy’s clients include Credit Suisse, Bank of Singapore and Nippon Wealth.