Tech riderRev. 3 Oct 2026

Canopy

Ch 076.8of 24 Family Office Software

1Runs onAndroid, API, iOS, Web
2Costspaid from $1,250/mo
3Consolidated reportingYes
4Investment accountingYes
5Entity managementYes
6Workflow automationYes
7Data import methodsautomated

7 lines stated Written from the maker's own pages: canopy.cloud, images.canopy.cloud

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Overview

Canopy brings wealth records from multiple custodians into a consolidated, reconciled portfolio view for family offices, external asset managers, and private banks. It connects to more than 250 custodians through direct feeds, real-time SWIFT, and statement parsing, and covers assets from equities and cash to private markets and real estate across multiple entities. Portfolio accounting includes daily revaluation, cost basis, profit and loss, FX attribution, accruals, corporate actions, and double-entry bookkeeping. Analytics cover returns, risk, exposure, scenario modeling, benchmarking, allocation, mandate monitoring, and cash flow forecasting. Teams can create custom or white-label reports and schedule delivery. The client portal offers 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 assets across custodians and entities. Its mobile portal also provides principal and manager views.

What is good

Connects to more than 250 custodians.
Covers public and private assets across entities.
Includes accounting, analytics, and reporting tools.
Offers 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.
Listed plans require a one-year commitment.
Additional Subscription Units cost USD 5,000 per annum.

Verdict

Canopy combines multi-custodian portfolio accounting, analytics, reporting, and client access in one platform. Prospective customers need to request pricing and arrange a private demo.

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: Yescanopy.cloud
Investment accounting: Yescanopy.cloud
Entity management: Yescanopy.cloud
Workflow automation: Yescanopy.cloud
Data import methods: automatedcanopy.cloud

Facts

Product: Canopy consolidates wealth held across custodians, reconciles it, and provides analytics and reporting from a shared source of truth.canopy.cloud · 3 Oct 2026
AI: Its AI provides natural language portfolio chat with source cited answers, PDF portfolio analysis, and machine learning transaction classification; AI is opt-in.canopy.cloud · 3 Oct 2026
Custodian connections: Canopy connects to more than 250 custodians through direct feeds, real-time SWIFT, and AI-parsed statements.canopy.cloud · 3 Oct 2026
Asset coverage: The platform covers equities, bonds, funds, cash and FX, derivatives, structured products, private markets, and real estate across multi-entity structures.canopy.cloud · 3 Oct 2026
Portfolio accounting: Features include daily revaluation, cost basis, realized and unrealized P&L, FX attribution, accruals, corporate actions, and double-entry bookkeeping.canopy.cloud · 3 Oct 2026
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.canopy.cloud · 3 Oct 2026
Reporting: Canopy offers custom reports, white-label PDFs, scheduled and on-demand delivery, batch generation, and multi-language reporting.canopy.cloud · 3 Oct 2026
Mobile: The client portal includes native iOS and Android apps, principal and manager views, role-based access, SSO, and in-product AI chat.canopy.cloud · 3 Oct 2026
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.canopy.cloud · 3 Oct 2026
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.canopy.cloud · 3 Oct 2026
Data jurisdiction: Canopy hosts data in Singapore and says it is governed under Singapore law.canopy.cloud · 3 Oct 2026
AI data use: Canopy says it does not use client data to train shared AI models and that AI is opt-in.canopy.cloud · 3 Oct 2026
Who it serves: Canopy describes its intended customers as family offices, external asset managers, and private banks.canopy.cloud · 3 Oct 2026
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.canopy.cloud · 3 Oct 2026