Give every client household credit monitoring, dark web surveillance, data removal, and up to $5M in identity theft coverage — all under your firm's name. Canopy does the work. You get the call, the credit, and one more reason clients never leave.
You see everything. Your clients see only you.
Your advisor dashboard, and the client portal that carries your firm's name. Real Canopy screens, shown with sample data.
LifeLock, Experian, Credit Karma, and every bank's monitoring add-on compete for your clients' attention with generic alerts they've learned to tune out. High-net-worth households are the most targeted — and the least likely to know which warning actually matters.
Meanwhile, the institutions offering “free” monitoring are using it as a door into your relationships.
Filed to spam. Your client has three of these unread — and no idea which ones are real.
“We noticed your information is exposed — can we set up a review?” Free monitoring, and now a competing relationship.
Only one member was enrolled. The exposure that mattered sat undetected for months.
You see it first, you make the call, and your client opens the email — because it's from the advisor they already trust.
Sources: FBI IC3 2024 Internet Crime Report; IBM Cost of a Data Breach Report 2025.
Real screens, sample data. Click through the views you'd use every day.
Every monitored client, open alert, and score change across your practice — triaged by severity so you know who to call first.
Canopy does the watching, the flagging, and the removal requests. Your client hears about it from you — in your firm's name, with your number one tap away. They never see ours.
Sarah, Equifax reported a new credit card on your file. If you didn't open it, we'll help you shut it down today.
Ethan, your email and a password were found in data leaked from a large social network. Change that password and turn on two-step sign-in.
Robert, we had your listings taken down. Your address and phone number no longer show up on these sites.
Alerts based on real Canopy alert types, shown with a sample firm, Northbridge Wealth Partners. You choose which alerts each client receives.
Monitoring runs every day, not just when you're in the room.
A benefit clients feel that has nothing to do with market returns.
Branded quarterly reports give you a useful, natural touchpoint.
The protection they offer — delivered by the advisor your clients already trust.
Fraudsters don't stop at the account holder. Canopy monitors every member of the household — your client, their spouse, and their dependents — and rolls it all up into one advisor view, so a breach in one place never goes unseen.
Every protected member carries up to $5,000,000 in identity theft insurance plus restoration support — so when something does happen, you have an answer, not a referral.
Your name, logo, and colors across the client portal, reports, and emails — with your contact card one tap away.
Spouses and dependents roll up under one household, with combined credit trends and exposure at a glance.
Two protection tiers with identity theft insurance and restoration support — switchable per client, any time.
Critical alerts land on your dashboard before your client's inbox, so the first call comes from you.
Request takedowns from people-search sites and track dark web exposures through to verified clean.
Open any client's portal as they see it, so you can answer the question while they're still on the phone.
“An advisor at one of the big banks called one of my clients and said, ‘We noticed your information is on the dark web — can we chat?’”
This is already happening. Banks and wirehouses are using identity alerts to open conversations with your clients. The only question is whether that call comes from a stranger — or from you.
Fold protection into your fee and it stops being a cost. Move the sliders to see what a modest markup adds up to.
Illustrative only: households × average AUM × (bps ÷ 10,000). How you package and price protection is your decision — we'll walk through common approaches on the demo.
Add your logo, colors, and advisor contact details. Your portal is ready in minutes.
Send branded onboarding emails. Clients enroll themselves; you track every status.
Credit, dark web, and data broker monitoring start for every enrolled member.
Alerts reach you first, with branded reports ready for your next review.
Your invite email opens a sign-up page in your firm's name and colors. Clients confirm their details, verify their identity, and authorize monitoring — no app to download, and no mention of anyone but you.
Something else on your mind? Bring it to the demo.
30 minutes. The live platform, your questions, and a straight answer on whether it fits your practice. No slideware.
No commitment, and no client data needed to see it.
