Client Spotlight Case Study: Apliqo

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About Apliqo

Apliqo Investment Solutions AG is a specialized subsidiary of Apliqo AG, a Swiss-based software company with a global sales network and international development hubs. Through partnerships with leading technology providers like IBM and AWS, Apliqo leverages cutting-edge technologies to meet the complex needs of large organizations worldwide. Businesses across the globe trust Apliqo to enhance financial performance and adapt swiftly to market changes.

Apliqo Investment Solutions focuses on delivering advanced solutions for managing private equity and alternative investment portfolios. Its flagship product, Apliqo LPPM (Limited Partner Portfolio Management), is an intuitive analytics platform designed for investors in private markets. It empowers investment teams to plan capital calls and distributions, balance return expectations with liquidity and risk, and gain actionable insights into portfolio performance. The platform is built to streamline reporting cycles, strengthen governance, and ensure compliance while maintaining flexibility and transparency.

This information is up to date as of April 2025. As such, any data points referenced within the case study are as of that date.

Challenge

Family offices, like the ones Apliqo work with, face significant challenges in data management. Manual data entry from diverse sources is time-consuming, error-prone, and prevents investment teams from accessing up-to-date information. To address these challenges, many family offices seek out technology solutions. However, they often require different technologies to meet specific needs, and those solutions may not play well together. Many solution providers take a one-size-fits-all approach, focusing on scale instead of individual client needs. Canoe and Apliqo, however, came together, creating a unique partnership that delivers a solution tailored to the needs of private markets reporting and analysis.

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