Canopy consolidates wealth held across custodians, reconciles it, and provides accounting, analytics, and reporting from a shared view. It connects to more than 250 custodians through direct feeds, real-time SWIFT, and AI-parsed statements, covering assets from equities and cash to private markets and real estate across multiple entities. Accounting includes daily revaluation, cost basis, profit and loss, FX attribution, accruals, corporate actions, and double-entry bookkeeping. Analytics include returns, risk and exposure, scenario modeling, benchmarking, allocation, mandate monitoring, and cash flow forecasting. Teams can create custom or white-label reports and arrange scheduled or on-demand delivery. The client portal includes native iOS and Android apps, role-based access, and AI chat. Optional AI tools include portfolio questions with cited answers, PDF analysis, and transaction classification; Canopy says client data is not used to train shared AI models. Pricing depends on scope and is available on request. Listed annual plans start at 15000.00 USD per year for a Single Family Office, with a one-year commitment.
Who it is for
Canopy is intended for family offices, external asset managers, and private banks managing wealth across custodians and entities. Its reporting and accounting features may suit teams that need consolidated portfolio views.
What is good
- Connects to more than 250 custodians.
- Covers multiple asset classes and multi-entity structures.
- Offers accounting, analytics, and custom reporting.
- Includes native iOS and Android client apps.
- AI is opt-in; client data is not used to train shared models.
What to know first
- Pricing depends on scope and is available on request.
- Single Family Office plan starts at 15000.00 USD per year.
- Annual plans require a one-year commitment.
Verdict
Canopy brings custody connections, portfolio accounting, analysis, and reporting together for wealth-management organizations. Its listed annual plans carry substantial commitments, so prospective customers should request a demo and pricing based on their scope.
Get started with Canopy
- Visit https://www.canopy.cloud/.
- Request a private demo to discuss pricing based on scope.
- Select the applicable plan; listed options include Single Family Office and External Asset Manager / Multi Family Office.
- Complete the structured onboarding run by Canopy's team.
- Use Canopy's automated data import and connect custodian feeds.
Limits to know first
The listed Single Family Office plan starts at 15000.00 USD per year per Subscription Unit, with a one-year commitment; each additional Subscription Unit is 5000.00 USD per annum. The External Asset Manager / Multi Family Office plan is 25000.00 USD per annum with a one-year commitment and includes 50 standard end-client portfolios and 15 RM users; additional portfolios cost 240.00 USD per annum each and additional RM users cost 325.00 USD per annum each.
Questions about Canopy
How much does Canopy cost?
Pricing depends on scope and is available on request. The listed Single Family Office plan starts at 15000.00 USD per year per Subscription Unit, and the External Asset Manager / Multi Family Office plan is 25000.00 USD per annum.
Is there a free plan?
No free plan is listed. Canopy directs prospective customers to request a private demo to discuss scope and pricing.
Which platforms does Canopy support?
Canopy lists web, iOS and Android platforms, as well as an API.
Who is Canopy for?
Canopy describes its intended customers as family offices, external asset managers and private banks.
Does Canopy offer AI features?
Yes. Opt-in AI includes portfolio chat with cited answers, PDF portfolio analysis and machine learning transaction classification.
Where is Canopy data hosted?
Canopy says it hosts data in Singapore and that the data is governed under Singapore law.
Canopy plans and pricing
All plansCompared on family office software
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
- Workflow automation
- Yes
- Data import methods
- automated
