Content rating
Everyone
10+
Downloads
Content rating
Everyone
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About this app

Canopy Wealth Management clients can view their entire financial picture, with detailed asset and account information, customized performance reporting, document sharing, and convenient advisor updates.
Portfolio access for Canopy Wealth Management clients.
Updated on
Jul 18, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
  • This app may share these data types with third parties
    Personal info, App activity and 2 others
  • This app may collect these data types
    Personal info
  • Data is encrypted in transit
  • Data can’t be deleted

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
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Content rating
Everyone
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App support

Phone number
+16086629018
About the developer
ERn Financial, LLC
dave@canopy-wealth.com
8215 Greenway Blvd Ste 540 Middleton, WI 53562-3690 United States
+1 608-836-2069
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