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Canopy vs Ginkgo

Both stand on family office software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

Canopy

Paid AndroidAPIiPhone+1

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.

Visit Canopy

Ginkgo

Free trial APIWeb

Ginkgo combines financial data ingestion, reconciliation, and configurable reporting for family offices and corporate investment platforms. Pricing is on request, and the security FAQ says third-party certification status is not yet confirmed.

Visit Ginkgo

The facts

CanopyGinkgo
Free planNot publishedA free trial
Open sourceNot publishedNot published
Runs onAndroid, API, iPhone, WebAPI, Web
Lowest paid planSingle Family Office: $15,000 a yearTrial: $1,000 a month
Plans published23
MakerNot publishedNot published
Websitecanopy.cloudiginkgo.com
On family office software#4 of 24#2 of 24

Canopy: what it does well

  • 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 $15,000 a year.
  • Annual plans require a one-year commitment.

Ginkgo: what it does well

  • Supports a broad range of listed asset classes.
  • Performs daily two-way trade reconciliation.
  • Offers configurable charts and custom reporting options.
  • Data is hosted in Singapore and said not to leave Singapore.
  • Fully managed data operations are included at no extra charge.

What to know first

  • Third-party security certification status is still to be confirmed.
  • The listed trial rate is $1,000.00 per month.
  • Deployment takes 4–8 weeks.

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