Canopy Case Study - Ajackus
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Canopy

A financial data aggregation, visualization, analytics, and reporting platform

Canopy

Overview

Canopy is a Singapore based fintech that offers account aggregation, portfolio analytics, and client reporting solutions to financial institutions, wealth management professionals, and high net-worth individuals. Canopy partnered with Ajackus to build and enhance multiple features in the Visualizer application.

Project Name

Canopy – Visualizer

Fintech

domain

Fintech

Canopy Visualizer

Problem

Most banks do not issue comprehensive APIs that capture investment activity to external vendors. That forces wealth managers, trustees, accountants to employ ‘brute-force’ manpower to convert PDF statements into digital entries

Solution

Our team worked with Canopy to enhance data visualization using Amcharts to help investors visualize their wealth across all asset classes, markets, and currencies. Strategy Management to give users to manage their strategies, Explainer to understand the sources of your realized, unrealized, fund flows, and FX revaluations. The result is an intuitive and interactive web application that allows the user to view their consolidated portfolio—the application used by leading banks, High Networth Individuals, and Wealth Advisors.

Rahul and Ajackus, both has worked with me before. Ajackus was the design agency I used while building InstaReM. I came to Canopy and Rahul went back to co-creating Ajackus. I needed a helping hand in building the front end application at Canopy and I reached out to Ajackus based on that reputation and trust. We followed a set process, Ajackus provided thier support and catered to all front end requirements of the organization.

Amit Gupta
CTO at Canopy Pte Ltd

Key Functionalities

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