Financial Data Aggregation and Analytics platform
Key Benefits:
Most of our customers need to prepare financial statements for the investment activities and for this they typically use some of the popular cloud based accounting systems (e.g. Sage etc.). Sage is great for normal business activities like invoicing, expenses, payroll, depreciation of fixed assets etc., but investment accounting is different thoroughbred where Canopy comes into picture.
Of particular problem are journal entries for valuation and sale/purchase of financial assets e.g. things like ;
What Asset Classes are Covered?
We cover all Asset Classes. This includes Equities, Bonds, Funds, Private Equity, Hedge Funds, Derivatives, Real Estate, Precious Metals, Crypto, Art etc. We cover all currencies and geographies
System Requirements:
Sage Intacct Web Services
Price:
Subscription
Integration Approved Countries:
United States;
About: