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Canopy is an innovative financial reporting service for the private wealth market.

Canopy does something called account consolidation. High networth individuals typically park their money in multiple banks all over the world. They receive account statements from the banks, but they typically don't have the means to consolidate all of the information into a single portfolio view, other than manually punching in data into an Excel spreadsheet.

Canopy does that automatically. Customers anonymously send their banks statements in PDF and other electronic formats to Canopy, data gets extracted and algorithmically processed, and customers receive a graphically pleasing browser based interactive report that visualizes their total wealth.

The tag line of the brand is "all covered". The system is incredibly robust and can handle all banks, all asset classes, all markets and all currencies.

We have a beta site at http://r.mesitis.co, visit here for more information. Product name Canopy is no… Leer más