Purpose-Built Technology By Industry Experts For Industry Experts

Hundreds of institutional investors, asset servicers, capital allocators, and wealth managers leverage Canoe Intelligence to automate their most time-consuming manual alternative investment processes, gain deeper access to their data, and scale their firms for sustainable growth.

Institutional Investors

You are managing enormous amounts of alternative investment documents and data and require a way to do this work at-scale. Unlock the power of data from within your documents with Canoe.

Asset Servicers

You are managing high volumes of documents and data associated with private market investments, and aim to do this in a timely, accurate and scalable manner to meet client reporting needs. With Canoe, you can automate your data management process and gain new efficiencies compared to outsourcing the work.

 

Why Canoe

  • Operational Scale
  • Data Accuracy
  • Cost Efficiency
  • Data Timeliness
“We’re excited to roll out this new service with Canoe Intelligence for a long-standing industry bottleneck. Manual entry has plagued our clients for years with no solution in sight. Using the latest breakthroughs in technology and augmented by an experienced staff at Accusource, we’re aiming to eliminate manual entry!”

– Ryan Kerry, CEO of Accusource

Capital Allocators

You are responsible for manually carrying out analysis and reporting or migrating alternative investment data to downstream systems. With Canoe, you can now completely automate this process.

Why Canoe

  • Data Timeliness
  • Data Accuracy
  • Resource Allocation
  • Cost Efficiency
“Our aim is to deliver superior retirement benefits to our employees through sound financial stewardship and exceptional customer service. Since we’ve implemented Canoe, we’ve eliminated the manual data entry associated with reporting on our alternative investments, and experienced efficiency gains in unlocking data from unstructured reports and making more informed decisions for our fund.”

– Investment Manager at $85B Public Pension Fund

Wealth Managers

By applying automation to historically manual reporting workflows, you are able to unlock new operational efficiencies, enabling efficient management with limited oversight.