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What is Canopy?
                Canopy is a powerful platform for financial data aggregation and analytics that unifies portfolio information from numerous sources, including PDFs, Excel/CSV files, APIs, SWIFT, custodians, and private banks, covering a wide range of asset classes like equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, cryptocurrencies, art, wine, and collectibles, regardless of currency or geographical boundaries. The platform effectively cleans, standardizes, and consolidates this data into dedicated PostgreSQL databases for each client, enabling users to access data directly through an Excel add-in or to integrate with other systems via read/write database capabilities. Transactions are processed seamlessly, offering valuable insights into asset allocation, performance metrics, P&L, volatility, Value at Risk (VaR), cash flows, risk analytics, and numerous other financial indicators. Users can create an unlimited number of “strategies,” which allow for custom transaction groupings based on various criteria such as asset class, sector, account, or security, and can perform highly configurable calculations using either the web interface or the Excel add-in. This level of customization empowers users to adapt their analytical methods to align with specific investment objectives and strategies, enhancing their overall decision-making process. Furthermore, the platform’s versatility makes it suitable for both individual investors and institutional portfolios alike, ensuring a comprehensive approach to financial analysis.
            
        
            What is Aleta?
                Aleta is an advanced wealth management platform specifically designed for family offices, financial advisors, and wealth managers, effectively consolidating data from multiple custodians, asset types—such as private equity and real estate—and various currencies into an intuitive dashboard. By leveraging AI-powered analytics, interactive visualizations, and comprehensive transaction analysis, it boasts more than 100 banking integrations and over 15 years of experience in providing insightful reporting. The system simplifies the management of private-equity statements, making it easier to incorporate alternative assets into investment strategies. Furthermore, it includes ESG and impact metrics alongside traditional financial performance to encourage sustainable wealth management practices. Aleta has received accolades for its outstanding reporting and features a contemporary cloud-native architecture, a mobile app for easy access, and customizable white-label solutions, all built on a Microsoft infrastructure. To protect client data, Aleta implements robust security protocols, including SOC 2 certification, multi-factor authentication, and encryption, ensuring both safety and integrity. Its dedication to innovation and superior user experience cements Aleta's status as a leading option in the wealth management industry. With a focus on enhancing wealth management for future generations, Aleta is not just a service but a partner in achieving financial success.
            
        
            API Availability
            
                Has API
            
            
        
        
    
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                Has API
            
            
        
        
    
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                Free Trial Offered?
            
            
        
        
    
        
        
            
                Free Version
            
            
        
        
    
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        Free
        
    
    
    
        
        
            
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                Free Version
            
            
        
        
    
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                iPhone
            
            
        
        
    
        
        
            
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                Customer Service / Support
            
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                24 Hour Support
            
            
        
        
    
        
        
            
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                Standard Support
            
            
        
        
    
        
        
            
                24 Hour Support
            
            
        
        
    
        
        
            
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                Training Options
            
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                Training Options
            
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                Company Facts
Organization Name
Canopy
Date Founded
2013
Company Location
Singapore
Company Website
www.canopy.cloud/
Company Facts
Organization Name
Aleta
Date Founded
2006
Company Location
United States
Company Website
aleta.io