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Description
BOBO by Bourgeois Bohème is a prestigious, invitation-only digital platform that seamlessly combines tailored financial management with luxury lifestyle services within a single, user-friendly ecosystem. It features secure wallets for families and staff, innovative payment devices that do not display names or account numbers, and highly customizable spending controls based on categories, time, and location, along with elevated transaction limits reaching up to €1 million per card, supported by comprehensive top-up and ATM functionalities. The Control Hub offers intelligent reporting, invoice matching capabilities, and role-specific access for teams and advisors, enhancing operational efficiency. Additionally, round-the-clock global lifestyle assistance is provided for administrative tasks, travel planning, and entertainment services, along with exclusive access to high-end events and experiences. With state-of-the-art security measures (including 3DS 2.2 and instant blocking/unblocking) and oversight from the UK's FCA and the EEA's ACPR, funds are securely maintained in segregated accounts, ensuring their protection even in cases of insolvency. This unique integration of high-security financial services and luxury lifestyle management sets BOBO apart in the digital landscape.
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
Integrations
Google Sheets
Microsoft Excel
PostgreSQL
Pricing Details
Free
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
Bourgeois Bohème
Founded
2018
Country
Lithuania
Website
www.bobofin.com
Vendor Details
Company Name
Canopy
Founded
2013
Country
Singapore
Website
www.canopy.cloud/