Who are you?
We’re a Singapore headquartered, globally operating, wealth aggregation platform.

Describe your solution (I.e. that which is applicable to your award)
Our current solution is focused on fixed income trading with proven success in both Hong Kong and Singapore. Our key features include:

• ALL ASSETS ALL FORMATS
  Canopy consolidates ePDF and electronic data for all types of investments, including structured products, private equity, real estate.
• VISUALISE AND ANALYSE
  Sophisticated and intuitive tools to instantly slice and dice clean data to obtain actionable insights.
• CUSTOMISED REPORTS
  One size almost never fits all. We customise professional reports according to clients’ requirements for all their reporting needs.

What makes it stand out/apart from other similar solutions in the marketplace?
The Canopy Analytics module allows users to invest better with custom analytics and complete access to the enriched data.

• Create custom performance and risk analytics
• Link cashflows to calculate the yield on strategies
• Obtain key financial metrics with a click of the button
• Peer comparisons

Explain how it adds value to the business of PBS/WMs

1. Improves client experience
2. Improves investment performance
3. Increases share of wallet
4. Reduces risk
5. Provides competitive intelligence on other banks and investors

Contact details
Michiel van Selm
COO
email us at [email protected] for more information.