Canopy vs Elysys
Canopy
canopy.cloudElysys
elysys.comSide by side
| Figure | Canopy | Elysys |
|---|---|---|
| Price from | $1,250/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Self-hosted | — | Yes |
| Plans published | 2 | 0 |
| Spec score · Family Office Software | 7.9 (#5) | 7.8 (#7) |
| AI data use | Canopy says it does not use client data to train shared AI models and that AI is opt-in. | The maker says customer data powers AI features but is not used to train Microsoft general AI models, and Copilot respects users' existing permissions. |
| Asset coverage | The platform covers equities, bonds, funds, cash and FX, derivatives, structured products, private markets, and real estate across multi-entity structures. | It supports real estate, businesses, investments, and trusts held across multiple entities or jurisdictions. |
| Headquarters | Singapore | The contact page lists an Elysys Monaco address at L’Astoria, 26 bis Boulevard Princesse Charlotte, 98000 Monaco, and a US address in New York City. |
| Reporting | Canopy offers custom reports, white-label PDFs, scheduled and on-demand delivery, batch generation, and multi-language reporting. | Elysys Analytics aggregates financial data into Power BI dashboards and structured reports, including performance, risk, ESG, and scenario analysis. |
| 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. | The maker says access controls are role-based and data is encrypted at rest with TDE and BitLocker and in transit with TLS; encryption cannot be turned off. |
Plans
Canopy
- Single Family Office$15,000 a year
- External Asset Manager / Multi Family Office$25,000 a year
In their own words
Canopy
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 $15,000 a year for a Single Family Office, with a one-year commitment.
Elysys
Elysys is a family-office platform that combines wealth management, accounting, bill pay, cash flow, and investment management. It handles real estate, businesses, investments, and trusts across multiple entities and jurisdictions. Portfolio tools cover order books, deal flow, performance and risk, benchmarks, and investment mandates; accounting tools include general-ledger and investment accounting, receivables, tax and regulatory reporting, asset tracking, and consolidation. Elysys Analytics brings financial data into Power BI dashboards and reports, including performance, risk, ESG, and scenario analysis. Country-specific settings address tax, accounting, reporting, language, and currency needs, with intercompany transaction support. Built on Microsoft Dynamics 365 Business Central, it offers apps through Microsoft AppSource and describes connections to custodians, brokers, financial data providers, EDI, and data aggregators. Deployment options include on-premises, private cloud, and Business Central SaaS. It runs on Android, iOS, macOS, web, and Windows, with self-hosted deployment also listed. Pricing is on request.