A FINTECH CASE STUDY

A world-class wealth management dashboard, built with low-code.

Allocation Summary12/12/2020Asset AllocationPERFORMANCEHOLDINGSCASHFLOWSMOVERSTRANSACTIONSEXPLAINERDOCUMENTSPROFILEASSET ALLOCATIONPortfolioSarup Banskota CapitalGeographySub-Asset ClassCurrencyCustodianAsset Class

Canopy empowers savvy wealth managers to make intelligent investment decisions. At the forefront of their customer experience is a modern client portal built with TAYFA.

Learn how Canopy is making execution speed its competitive advantage, while serving 4 of the world's 20 wealthiest family offices, and 10+ billionaires.