📲Download now → <https://apps.apple.com/sg/app/canopy-portfolio/id6744967157>
In the fast-evolving world of wealth management, access, speed, and precision matter more than ever. Whether you’re a private banker overseeing multi-custodian portfolios, a family office managing generational wealth, or an individual investor on the move - you deserve more than spreadsheets, fragmented dashboards, and delayed reporting cycles.
That’s why we’re thrilled to introduce the Canopy Mobile App — a secure, portable, and powerful wealth intelligence tool designed for the modern wealth holder and manager.
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📱 What You Can Do With Canopy App
The app is built with three intuitive modules—Portfolio, Reports, and Me—each designed to empower different layers of your financial life:
1. Portfolio – See the Big Picture. In Real Time.
Under “Portfolio,” you’ll find:
- Overview: Instantly view your total net worth, P&L, performance (TWR), and asset-liability breakdown.
- Holdings: Drill down into asset classes, specific positions, custodian accounts, and P&L by category.
- Analytics: Visual dashboards for asset allocation, risk-return metrics, cashflows, and exposure over time.
- Transactions: Browse, search, and verify transaction-level data across banks and brokers.
Gone are the days of waiting for reports from each custodian. What once took days of Excel wrangling across 100+ asset categories now takes minutes—with real-time syncing from your bank and broker feeds.
2. Reports – Generate Clean, Auditable Reports. On the Go.
Need to pull a PDF report for a trustee, client, or audit team? You can now generate, preview, and download full portfolio reports directly from your phone—at any time, from anywhere.
No laptop. No back-and-forth with operations.
3. Me – Customize Your Experience.
Manage your preferences from the “Me” section:
- Face ID login
- Language settings
- Push notifications
- Privacy
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✨ Who Is This Built For?
The Canopy App is already being used by:
- Family Offices – managing multi-custodian portfolios across generations and geographies.
- Private Clients & HNWIs – now able to view their full portfolio directly, without waiting for monthly reports from advisors.
- Wealth Managers & RMs – who need real-time access to client data while on the road, in meetings, or preparing reports.
- Accountants, Trustees, Fund Admins – who rely on structured, consolidated data for compliance, tax prep, and audit tasks.
🔓 What’s changed:
Previously, only wealth managers or advisors could access Canopy via desktop, generate reports, and send them manually to clients.
Now, end clients have direct access to the same real-time data, empowering them with full visibility over their wealth—anytime, anywhere.
Access is secure, role-based, and fully permissioned. Whether you're a principal, an advisor, or a support function, you see only what you're authorized to—on desktop or mobile
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💡 Why It Matters
📊 From Weeks to Minutes: Reinventing the Data Cycle
In a traditional setup, reviewing a global portfolio might require days or weeks of work — collating Excel files, parsing bank statements, and cleaning up inconsistent formats. With Canopy, you go from fragmented chaos to real-time clarity.
No more waiting for RMs to send PDFs. No more chasing down Excel macros. The app instantly presents hundreds of data points in a structured, interactive format.
🧳 Mobile-first – perfect for principals, RMs, and CFOs on the move 🔐 Fully permissioned – role-based access, FaceID login, enterprise-grade encryption 📊 Investor-ready – download pre-formatted, reconciled reports on the fly
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🧳 For the Always-On Professional
Whether you're reviewing portfolios between meetings, traveling across time zones, or discussing allocations on a call, the Canopy app gives you uninterrupted access to key data. It’s built for the pace of modern wealth management — portable, secure, and responsive.
Reports can be downloaded on the go, and portfolio analytics are accessible at your fingertips. For many, this means making better decisions, faster.
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🌍 Why Now?
The wealth industry is undergoing a digital renaissance. Investors want control, transparency, and immediacy. And with assets scattered across private banks, custodians, funds, crypto wallets, and more—centralizing visibility is no longer a luxury. It’s a necessity.
Canopy’s mobile app is our step towards that vision: to bring order, insight, and empowerment to every portfolio—from the boardroom to the beach.
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Ready to Try It?
Download it today and take full command of your wealth.
Portfolio clarity, at your fingertips！
