Canopy vs Sharpfin Family Office Suite
Canopy
canopy.cloudSharpfin Family Office Suite
sharpfin.comSide by side
| Figure | Canopy | Sharpfin Family Office Suite |
|---|---|---|
| Price from | $1,250/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 2 | 4 |
| Spec score · Family Office Software | 7.9 (#5) | 7.7 (#9) |
| Headquarters | Singapore | Sharpfin lists its address as Vasagatan 10, 111 20 Stockholm. |
| Reporting | Canopy offers custom reports, white-label PDFs, scheduled and on-demand delivery, batch generation, and multi-language reporting. | Reporting includes client reports and regulatory outputs such as ex-post cost, KU and TRS reports. |
| 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. | Sharpfin says fewer interfaces reduce intrusion risk and describes its platform as having high cybersecurity. |
Plans
Canopy
- Single Family Office$15,000 a year
- External Asset Manager / Multi Family Office$25,000 a year
Sharpfin Family Office Suite
- Fund manager examplePriced on request
- Discretionary manager examplePriced on request
- Sharpfin Family Office SuitePriced on request
- Sharpfin Wealth Management SuitePriced on request
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.
Sharpfin Family Office Suite
Sharpfin Family Office Suite has no write-up on Specifiction yet; its figures are above.