Canopy consolidates wealth held across custodians, reconciles records, and provides portfolio analytics and reporting from a shared source of truth. 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 multi-entity structures. Accounting features include daily revaluation, cost basis, realized and unrealized profit and loss, FX attribution, accruals, corporate actions, and double-entry bookkeeping. Analytics include returns, risk, exposure, scenario modeling, benchmarking, allocation, mandate monitoring, and cash flow forecasting. Teams can create custom or white-label reports for scheduled or on-demand delivery. The client portal includes native iOS and Android apps, role-based access, and in-product AI chat. Opt-in AI features include portfolio questions with cited answers, PDF analysis, and transaction classification; Canopy says it does not use client data 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. It may suit teams needing consolidated accounting, analytics, and client reporting.

What is good

Connects to more than 250 custodians.
Covers public and private assets across multi-entity structures.
Provides portfolio accounting and investment analytics.
Reports can be custom, white-label, and scheduled.
AI is opt-in, and shared-model training excludes client data.

What to know first

Pricing depends on scope and requires an inquiry.
The listed plans require a one-year commitment.
Additional portfolios and relationship-manager users incur listed annual charges.

Verdict

Canopy brings custodian data, accounting, analytics, and reporting into one portfolio platform. Its scope-based pricing and annual commitments make a private demo a useful next step for evaluating fit.

Canopy plans and pricing

All plans

Single Family Office $15,000/yr Annual fee starts at USD 15,000 per Subscription Unit (1-year commitment) Each additional Subscription Unit USD 5,000 per annum images.canopy.cloud · 3 Oct 2026

External Asset Manager / Multi Family Office $25,000/yr USD 25,000 per annum (1-year commitment) 50 standard portfolios for end-clients · 15 RM users · additional portfolios USD 240 per annum each · additional RM users USD 325 per annum each images.canopy.cloud · 3 Oct 2026

Compared on family office software

Consolidated reporting: Yes
Investment accounting: Yes
Entity management: Yes
Workflow automation: Yes
Data import methods: automated

Best Canopy alternatives

See all 20

Ginkgo Lesson 17.6 Elysys Lesson 26.9 QPLIX Lesson 36.9 Asseta Lesson 46.7 Hatcher+ FAAST Lesson 56.7 Addepar Lesson 66.5

The record

Product

Canopy consolidates wealth held across custodians, reconciles it, and provides analytics and reporting from a shared source of truth.

Its AI provides natural language portfolio chat with source cited answers, PDF portfolio analysis, and machine learning transaction classification; AI is opt-in.

Custodian connections

Canopy connects to more than 250 custodians through direct feeds, real-time SWIFT, and AI-parsed statements.

Asset coverage

The platform covers equities, bonds, funds, cash and FX, derivatives, structured products, private markets, and real estate across multi-entity structures.

Portfolio accounting

Features include daily revaluation, cost basis, realized and unrealized P&L, FX attribution, accruals, corporate actions, and double-entry bookkeeping.

Analytics and planning

Analytics include returns, attribution, risk and exposure, private equity and venture metrics, scenario modeling, benchmarking, allocation and rebalancing, mandate monitoring, and cash flow forecasting.

Reporting

Canopy offers custom reports, white-label PDFs, scheduled and on-demand delivery, batch generation, and multi-language reporting.

Mobile

The client portal includes native iOS and Android apps, principal and manager views, role-based access, SSO, and in-product AI chat.

Integrations and API

The platform lists a REST API, multi-source pricing, custom frontends on Canopy data, general ledger export to ERP, and CRM sync.

Security

Canopy says it is ISO 27001:2022 certified and MAS-aligned, with per-client database isolation, encryption in transit and at rest, and annual third-party penetration tests.

Data jurisdiction

Canopy hosts data in Singapore and says it is governed under Singapore law.

AI data use

Canopy says it does not use client data to train shared AI models and that AI is opt-in.

Who it serves

Canopy describes its intended customers as family offices, external asset managers, and private banks.

Pricing and onboarding

The current platform page says pricing depends on scope and directs prospective customers to a private demo; onboarding is structured and run by Canopy's team.

Price from

$1,250/mo