85%
less time spent
on manual admin
Transformed how we operate. Automates doc collection and organization. Connects documents to the right workflows & people.
Canoe Pro
White-glove support for every step of alts.
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Certified experts. Augment your team with our vetted experts and consultants. Alts data management, delivery, program creation, etc.
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Managed onboarding. We handle setup, workflow design, platform adoption, team training, and more. Speed up time-to-value.
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Tech integrations. Get partner tools. Easily validate and enrich data. Sync with Box, SharePoint, Google Drive, and more.
Join 500+ investors & advisors streamlining alts management.
90%
of data processes
automated
We anticipate eliminating reporting errors, improving our time to analytics, and enabling us to service a greater number of clients.
50%
faster document
collection
We’ve dramatically reduced operational inefficiencies and empowered our team with more time to support our Partner Advisors.
The white glove approach to alts data.
Handpicked Canoe experts
Our shortlist of seasoned, vetted experts who know Canoe systems inside out, ready to supercharge your operations.
Rapid time-to-value
Want to completely outsource? Pass off the onboarding phase and fast-track your Canoe journey, expediting ROI.
End-to-end workflow support
Managing alts documents and data across systems, acting as an extension of your operations team.
Your data, our tech, trusted partners.
Canoe Pro fuses our industry-leading alts tech with specialized support and tech extensions from partners who’ve mastered Canoe and your downstream systems. The result? A unified powerhouse that extends your ops team, transforming how you handle alts data.
Canoe-certified expertise
Our Pro Partner Network is a carefully curated collective of experts who’ve conquered the complexities of alt asset admin and Canoe operations. They’re not only Canoe power users—they’re proactive consultants who can craft bespoke solutions to transform your operations.
Outsource the heavy lifting
Canoe Pro Service Partners take the reins on retrieving, organizing, and reconciling crucial investment docs across all asset classes and data sources. With zero learning curve, expect it accurate and expeditious.
Tailored solutions for superior outcomes
From custom tech integrations to tailored managed services, Pro Partners can accelerate onboarding and custom-build an alts data management program that works specifically for your needs.
Learn about Canoe Pro partners
Canoe Pro Services
Pro Service partners act as your dedicated data operations experts, providing comprehensive support and management for your Canoe workflows. They ensure a seamless and exceptional experience, allowing you to focus on what matters most.
Canoe Pro Tech
Pro Tech partners provide complementary technology solutions that are natively integrated with Canoe, and designed to facilitate specific outcomes for a truly unified end user experience.
Don’t just manage alts. Master them with Canoe.
AUA SUPPORTED
powering better decisions across the alts ecosystem
FUNDS INGESTED
accelerating onboarding and enhancing accuracy
DATA POINTS EXTRACTED
and growing with every new fund in the database
Frequently Asked Questions
Our team of experts will evaluate your firm’s current needs and provide a Canoe Pro package and partner recommendation to solve your challenges.
Canoe Pro Services and Pro Tech solutions can be leveraged separately or together, depending on your business needs.
Canoe Pro Services gives you direct access to a expert, trusted partners who seamlessly and expertly operate our industry-leading technology on behalf of Pro clients. Our certified partners work as an extension of your team, managing implementation, daily administration, and continuous optimization to ensure long-term success.
You maintain full visibility and control while our Pro Partners handle the day-to-day operations. You can customize workflows at any time and stay up to date with Canoe’s various status dashboards, without the operational burden.
Once Canoe introduces you to a verified partner you deem suitable, the third party services and/or tech become an add-on to your Canoe agreement. No extra contracts to manage; just a single engagement to support your workflows from end-to-end.