Here’s what we’ve been up to:
💡 Product Innovation
- Smarter Portfolio Allocation
Our enhanced Allocation module empowers users to track and adjust asset class, geographic, and currency exposures — with customizable targets and policy thresholds that are auditable and analytics-ready.
- Mobile App Launch
We’re excited to bring you powerful updates that make analyzing your portfolio easier, more customizable, and more insightful than ever before. Whether you’re on the road or in a client meeting, Canopy’s newly launched mobile app brings portfolio data, reports, and insights right to your fingertips — accessible to both family office teams and principals.
- Structured Product Enhancements (FCNs)
Fixed Coupon Notes - Enhanced Support for a Complex Asset Class Fixed Coupon Notes (FCNs) are gaining popularity among investors, but their complex structure has historically made them difficult to track properly.
With more structured products under coverage, we’re making alternative asset tracking more transparent and granular.
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🌍 Client Enablement & Education
- Investor Roundtables & Events
From VNTR’s Family Office Summit in Singapore to a private investor session at JP Morgan House in Hangzhou and Morgan Stanley AI event, our team continued to engage directly with the global wealth community.
- F1 Week Investment Events Map Guidelines by Canopy
Our curated guide to Singapore’s most important investment events during F1 week helped clients navigate capital, innovation, and networking across dozens of forums.
Shout out again to all the event organizers, we look forward to seeing you all in next Singapore F1 Week 2026 very soon!
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🏆 Industry Recognition
- SBR Awards 2025: AI in Fintech
We’re honored to be recognized for our ongoing work in building AI-driven, client-first wealth data infrastructure.
- Feature on andsimple.co
We are thrilled to announce that Canopy has been featured in Simple’s article, “Shaping Family Office WealthTech in Singapore and Beyond”!
A global feature highlighting Canopy’s Asia-first approach to modern family office needs — including our work in building modular, bank-agnostic data rails.
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📈 What’s Next?
As we head into Q4, stay tuned for:
- Deeper reporting automation
- Web3 family office series
- Ecosystem integrations with platforms and custodians
- More mobile app features and languages
🔗 Explore our platform: www.canopy.cloud
Want to know everything about Canopy? Find out here where you will have full view of canopy platform, story, and vision!
👉 </insights/empowering-global-family-offices>
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🔗 Reference Links
- VNTR Recap: <https://www.linkedin.com/posts/canopy-wealth_familyoffice-wealthtech-canopycloud-activity-7356488776132493312-ve3L?utm_source=share&utm_medium=member_desktop&rcm=ACoAABWsOckBD3JDBVrOk3q6XXuQ7ncHHl8kKzU>
- FCN Product Update: </insights/canopy-product-updates-gain-deeper>
- Portfolio Allocation Launch: <https://www.linkedin.com/feed/update/urn:li:activity:7365540924652769280>
- JP Morgan Hangzhou Event: <https://www.linkedin.com/posts/canopy-wealth_wealthtech-innovation-familyoffice-activity-7361554659930521601-XuSe?utm_source=share&utm_medium=member_desktop&rcm=ACoAABWsOckBD3JDBVrOk3q6XXuQ7ncHHl8kKzU>
- Morgan Stanley Event: <https://www.linkedin.com/feed/update/urn:li:activity:7378250926827941889>
- F1 Week Events Map: <https://www.linkedin.com/posts/canopy-wealth_singapore-f1-week-2025-investment-networking-activity-7367118226427641856-8Im7?utm_source=share&utm_medium=member_desktop&rcm=ACoAABWsOckBD3JDBVrOk3q6XXuQ7ncHHl8kKzU>
- Mobile App (iOS): App Store Link
- How does Canopy simplifying Tax Reporting, Saving Millions
