INTRODUCTION
Components of Canopy
How Canopy Trade Bookings Work
Canopy Account Structure
DATA FEED INTEGRATION
List of Automated Data Feeds
Data Feed Request Procedure
Datafeed Limitations
CANOPY VISUALIZER
Introduction
Preparing Your Bank Statements for Upload
Uploading Statements into Visualizer
What Information to Anonymize
How to Anonymize Your Statements
Canopy Easy Anonymizer (Canopy EA)
Visualizer Tutorials
Alerts and Notifications
Canopy vs. Statement
Classification Hierarchy
How to Change Classifications in Bulk?
Explainer (Most Used Feature)
FAQs
REPORTS
Canopy Reports
Standard PDF Reports
Analytics Reports
Special Reports
Canopy Financial Statements Module
Sample Chart of Accounts
Reports offered by the Canopy Financial Statements Module
CANOPY ENGINE
Introduction
3 Ways of Uploading Transactions
Simple Transaction Upload
Canopy UL 1.0
Canopy UL 1.0 Upload
Canopy UL 2.0
Canopy UL 2.0 Upload
When to use Canopy UL 1.0 vs. 2.0
Using Engine
Normalized Session UI
Canopy Transaction Types
View/Edit/Delete Transactions
Security and Fx Prices
Add or Edit Security Prices
Private Equity Trade Booking
How to Import New Securities?
Parent Account Creation and Groupings
Link Child Accounts to Parent Accounts
Link Parent Accounts to Relationship Managers
Engine Tutorials
1 - Introduction, Data Flow and Upload Sequence
2 - Account Structure, UL 2.0 Fields Description
3 - Stashboard Errors, Normalization
4 - Transaction Types, Reconciliation
5 - Control Tower [Internal]
6 - Enrichment
7 - Tickers
8 - Price Derivation
9 - Upload and Migration
10 - Saving FX Rates [Internal]
11 - Standards of Processing
12 - Asset-Specific Treatments
13 - Bulk Actions Using UL
14 - Datafeed Onboarding [Internal]
15 - PDF Post-Processing Checks [Internal]
16 - Automated Rules [Internal]
CANOPY EXTRACT
Introduction
Extract Demo (45 secs)
How does Extract Work
Benchmarking Extract to Adobe Acrobat
Using Extract (Step by Step)
Excel Configuration Files
Parts of a Config File
Config File Metadata
Excel Config File Directory
Fiat and Crypto Currencies recognized by Extract
E-mail Scraping
ADVANCED USERS
Canopy Analytics
Introduction to Strategies
Making a new Dashboard
Logic for Strategy Explainer
Wealth Manager Billing Report (with Invoicing)
Excel Add-in
Tables in the Segregated Database
Plaid