How AI describes Canvas

Canvas is an end-to-end investing platform that enables financial advisors to build custom, tax-managed portfolios at scale. It supports client-specific customization across asset allocation, factors, managed options, ESG, tax‑loss harvesting, position‑level controls, and fixed income within a single account. Built by O’Shaughnessy Asset Management and now part of Franklin Templeton, Canvas streamlines onboarding and workflows to deliver institutional-grade investment capabilities and a differentiated client experience.