EFG Banking vs Canopy Portfolio

EFG Banking (our mobile banking application) offers clients an easy way to access their accounts. It allows them to check their portfolios and verify their most recent transactions, all from their mobile phone. It also enables them to keep up to date with their portfolio distribution. Clients can use the new version of the app to process and check on payments they have made (including those entered through the browser-based EFG eBanking system) and manage their list of confirmed beneficiaries.Please note that the current version of the EFG Banking app does not allow the execution of double-signature payments. These must be processed using our browser-based eBanking system.

Canopy Mobile puts your entire portfolio in the palm of your hand. Overview Instantly see your investments: net worth, profit & loss, returns, assets, and liabilities—all in one dashboard. Holdings Drill into every position with customizable groupings and columns, including market value, weightage, net gains or losses, and more. Analytics Unlock powerful insights with interactive charts for allocation, performance, and cashflow. Filter by any time range for focused analysis. Transaction Track all buys, sells, and settlements in chronological order. Filter by transaction type, currency or date range to review your activity with confidence. Reports Securely share and download investment reports, right from your phone. Secure, responsive, and purpose-built for wealth professionals and discerning clients, Canopy Mobile keeps your investments front and center. Contact us at hello@canopy.cloud Learn more at www.canopy.cloud