Designed by Investors, Built for Advisors
Built from the ground up to support personalized portfolio construction, Canvas® is the modern engine for scalable, tax-efficient investing. Backed by decades of quantitative investing expertise, O’Shaughnessy Asset Management created Canvas to empower advisors to deliver institutional-grade strategies with the personalized, real-time experience investors demand.
Now as part of Franklin Templeton, one of the world’s largest independent asset managers, we bring even greater scale, stability, and global resources to our mission. This enhances our ability to innovate, expand our platform capabilities, and serve a broader range of advisors and clients without compromising the entrepreneurial innovation that defines Canvas.
Total Customization That Scales
Maintain your firm’s investment philosophy while unlocking systematic tax management and delivering client-specific personalization.
Build Multi-Asset
Models
Start with passive or active building blocks. Add fixed income, options overlays, or third-party models. Customize every account. Canvas makes it easy to build holistic, personalized portfolios.
Create Operational Efficiencies
Streamlined onboarding, intuitive dashboards, and automated workflows free up your time so you can focus on what matters most: your clients.
Solve for
Complexity
Diversify concentrated stock, plan for liquidity events, align with client values, and optimize for after-tax returns—all within a single, integrated platform.
what strategies will you design?
In the past, advisors had to mix off-the-shelf products that weren't built with any one client in mind. Overlapping positions, unintended exposures, and high active costs are now a thing of the past. Control everything and build the most efficient strategies possible using these dimensions of customization:
Personalization at Scale
Asset Allocation
More than traditional direct indexing, select weights to equities and fixed income across market cap and style segments. Passive, active, blends, your choice.
Factors
Most factor strategies are watered down and based on generic factor definitions. Our team has spent decades honing and improving factor strategies. Build our core or single factor-focused exposures into your Canvas portfolios.
Managed Options
Incorporate options overlays to your underlying portfolio to generate free cash flow, provide downside protection, and/or diversify out of a concentrated position.
Tax Aware Long-Short
Have a need for potentially greater and more consistent loss harvesting? Add a measured short book to expand the opportunity set and pursue increased pre- and after-tax returns—while maintaining broad market exposure.
ESG
Control for climate change, deforestation, pollution, water stress, data privacy, diversity, labor rights, corruption, gender diversity, and/or governance structure. Choose only issues relevant to the client and see the impact in real time.
Tax Loss Harvesting
Across every trade and every asset class in your portfolio, we optimize for the best after-tax results. This includes automatically harvesting tax losses throughout the year. You can even control how aggressive to be in harvesting losses by setting tracking error levels at both the firm and client level.
Position Level Customization
Never before could you control every direct index, factor strategy, or ESG strategy at the position level. With Canvas you can do it easily and in one spot. Exclude individual stocks, industries, sectors, and other categories.
Fixed Income
Add fixed income allocations using SMAs or low-cost ETFs, all within a single account. Then customize for credit, duration and state specific preferences.
Strategy Builder
The world's most intuitive investing strategy interface.
Portfolio Restrictions
The world's most intuitive investing strategy interface.
Account Detail and Tools
The world's most intuitive investing strategy interface.
For illustrative purposes only.
The Next Step in Investing Technology
Canvas is an end-to-end investment solution that harnesses the full power of modern technology to deliver a differentiated client experience and helps scale your practice.
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Index Funds
Diversified Beta at a Low Cost
1970s
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ETFs
Access to Cheap Beta
1990s
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Tax-loss Harvesting
Introduction of tax optimization for clients
1990s
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Robo Advisors & PM Software
Brought simplification and improved operational efficiency to advisors
2000s
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The future in investing technology.