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Average Ratings 0 Ratings

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ease
features
design
support

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Description

CData's artificial intelligence solution revolves around Connect AI, which offers AI-enhanced connectivity features that enable real-time, governed access to enterprise data without transferring it from the original systems. Connect AI operates on a managed Model Context Protocol (MCP) platform, allowing AI assistants, agents, copilots, and embedded AI applications to directly access and query over 300 data sources, including CRM, ERP, databases, and APIs, while fully comprehending the semantics and relationships of the data. The platform guarantees the enforcement of source system authentication, adheres to existing role-based permissions, and ensures that AI operations—both reading and writing—comply with governance and auditing standards. Furthermore, it facilitates capabilities such as query pushdown, parallel paging, bulk read/write functions, and streaming for extensive datasets, in addition to enabling cross-source reasoning through a cohesive semantic layer. Moreover, CData's "Talk to your Data" feature synergizes with its Virtuality offering, permitting users to engage in conversational interactions to retrieve BI insights and generate reports efficiently. This integration not only enhances user experience but also streamlines data accessibility across the enterprise.

Description

Canopy serves as a robust financial data aggregation and analytics platform that brings together portfolio data from a myriad of sources, including PDFs, Excel/CSV files, APIs, SWIFT, custodians, and private banks, spanning various asset classes such as equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, cryptocurrencies, art, wine, and collectibles, across all currencies and geographical locations. The platform efficiently cleans, standardizes, and consolidates this data into individual PostgreSQL databases for each client, facilitating direct query access through an Excel add-in or enabling comprehensive integration with other systems via read/write database access. Transactions are seamlessly processed to provide insights into asset allocation, performance, P&L, volatility, Value at Risk (VaR), cash flows, risk analytics, and a variety of other financial metrics. Users benefit from the ability to define an unlimited number of “strategies,” which are custom groupings of transactions based on criteria such as asset class, sector, account, or security, and can execute infinitely configurable calculations through either the web interface or the Excel add-in. Additionally, this flexibility allows users to tailor their analytical approach to meet specific investment goals and strategies.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Sheets
Microsoft Excel
PostgreSQL
ADO.NET Data Providers
ADP DataCloud
Gemini
Google Ads
HubSpot CRM
Java
Jira
Microsoft Power BI
Model Context Protocol (MCP)
NetSuite
NoSQL
Odoo
OpenAI
QuickBooks Online
Salesforce
Tableau
Workday HCM

Integrations

Google Sheets
Microsoft Excel
PostgreSQL
ADO.NET Data Providers
ADP DataCloud
Gemini
Google Ads
HubSpot CRM
Java
Jira
Microsoft Power BI
Model Context Protocol (MCP)
NetSuite
NoSQL
Odoo
OpenAI
QuickBooks Online
Salesforce
Tableau
Workday HCM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CData

Country

United States

Website

www.cdata.com/ai/

Vendor Details

Company Name

Canopy

Founded

2013

Country

Singapore

Website

www.canopy.cloud/

Product Features

Artificial Intelligence

Chatbot
For Healthcare
For Sales
For eCommerce
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)

Product Features

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