Ocorian and Canoe Intelligence partner to simplify data workflows for fund managers
LONDON, April 8, 2025 – Ocorian, the specialist global provider of fund administration, capital markets, corporate, fiduciary and regulatory services, is working with Canoe Intelligence, the platform for smarter alts management, to streamline and enhance data management for fund managers.
Canoe services more than 400 global clients, including banks, capital allocators, wealth managers, family offices, and asset servicing firms, supporting over $8 trillion in AUM/AUA across 44,000-plus funds. Following its successes in the US market and to meet surging demand in the EMEA alternative investment market, Canoe expanded its global operations with the opening of a London office in 2023. Canoe is now closer to its European customers and gains access to additional talent pools to grow its world-class team.
Ocorian’s fund services clients will benefit from Canoe’s AI and machine learning technology, which automates document collection, data extraction, validation, and cloud reporting and increases speed, accuracy and reliability.
Charlotte Cruickshank, Global Head of Solutions at Ocorian, commented: “Our partnership with Canoe is another important milestone in our digital journey. Funds investing in other funds or GP stakes are increasing in size and complexity and require tools that make data capture processes simpler, faster, and more reliable. Canoe’s automation capabilities perfectly lock into our technology ecosystem, and we’re excited about the efficiencies this will unlock for our existing and future clients and who are struggling with scaling due to manual data process.”
Hamish Warnock, Head of Relationship Management, EMEA at Canoe Intelligence, said: “We’re delighted to be working with Ocorian, a team that shares our commitment to innovation and client-centric solutions. By integrating Canoe’s technology into Ocorian’s operating model, we’re powering their teams to access data more efficiently, accurately, and at scale. This partnership represents a leap forward for Ocorian’s fund manager clients seeking a smarter way to manage their operations.”
The collaboration continues Ocorian’s focus on smart, scalable digital solutions which includes workflow automation specialist Next Matter, ESG reporting platform Treety, onboarding platform Goji, and portfolio analytics provider AssetMetrix. It builds on Ocorian’s investment in eFront, leveraging the platform’s latest capabilities to provide clients with advanced analytics, custom dashboards, and improved operational transparency.
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About Canoe Intelligence
Canoe Intelligence redefines alternative investment intelligence through AI-driven, cloud-based software that automates and streamlines alternative investment workflows. With over $8T in assets under automation and more than 400 clients, Canoe empowers institutions, LPs, and wealth managers to transform their alternatives data operations. Learn more: www.canoeintelligence.com
About Ocorian
Ocorian is a global leader in fund services, corporate and trust services, capital markets, and regulatory and compliance support.
Unlocking new value for its clients across jurisdictions and service lines is Ocorian’s priority; it manages over 17,000 structures on behalf of 8,000+ clients including financial institutions, large-scale international organisations, and high-net-worth individuals.
Ocorian provides fully compliant, tailored solutions that are individual to clients’ needs, no matter where in the world they hold financial interests, or however they are structured.
The group offers a full suite of corporate, fund and private client services across a network of offices spanning all the world’s financial hubs. Locations include Bermuda, BVI, Cayman, Denmark, Finland, Germany, Guernsey, Hong Kong, Ireland, Isle of Man, Jersey, Luxembourg, Mauritius, Netherlands, Norway, Singapore, Sweden, UAE, the UK, and the US.
To find out more about Ocorian and its services, including regulatory information, visit www.ocorian.com
MEDIA CONTACT:
Betsy Miller Daitch
+1 443-690-6200
bdaitch@canoeintelligence.com
