Overview
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.
Project Name
Canopy - Visualizer
Link
Services
Web App development
Quality Assurance
Domain
fintech
Problem
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
Solution
Our team worked with Canopy to enhance data visualization using Amcharts to help investors visualize their wealth across all asset classes, markets, and currencies. Strategy Management to give users 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 used by leading banks, High Networth Individuals, and Wealth Advisors.
Key Functionalities
Dashboard
Obtain a quick overview of consolidated wealth on a single page.
Explainer
Utilize the performance attributor to understand the sources of your realized, unrealized, fund flows, and FX revaluations.
Allocations
View your portfolio by asset class, geography, custodian, currency, and more.
Holdings
Group your current and past holdings by the custodian, asset class, industry, and many more.
Performance
Compare your consolidated performance to individual tickers, indexes, and many more.
Matrix
Group you investments on a three dimensional graph to indentify your portfolio concentrations.
Cashflows
Understand the sources of your cashflows, and forecast future cashflows based on your current portfolio.
Key Metrics
Group your consolidated portfolio by key metrics pulled from your account statements, and Bloomberg.
Results
The Canopy provides a complete and accurate picture of an 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.
We are available in 5 cities and also on the world wide web making us reachable to anyone on the planet with an internet connection.
