Smart automation for lasting legacies.
Canoe streamlines operational processes and expands capacity with tailor-made integrations and workflows for family offices.
Canoe for family offices.
Document collection on autopilot
Automatically gather and monitor all post-investment documents. Full visibility into statements, notices, asset-level holdings, K1s, and beyond.
Full control, full transparency
Canoe isn’t a black box product—you and your team maintain total control of your unique and valuable data and gain total visibility into your commitments.
Power downstream systems & workflows
Seamless integrations ensure critical information flows effortlessly into existing systems—from accounting platforms to analytics tools—empowering smarter, faster decisions.
A shared heritage.
Launched in 2013 within Portage Partners, a single-family office, it’s safe to say Canoe understands your challenges firsthand. Fast forward to today, over 75 leading family offices are leaning on Canoe to automate their post-investment document and data management.
Trusted by family offices large and small
A family’s legacy is unique. So are our solutions. From boutique operations to multi-billion dollar dynasties, Canoe tailors automations to precise outcomes, all while wrapping your data in multi-layered security infrastructure.
An extension of your investment operations team
Great investment strategies are dampened when operations don’t scale. With Canoe’s breadth of industry experience in your corner, SFOs can streamline their alts data management workflows—or even elect to fully outsource data ops to Canoe’s network of third-party experts.
What our clients are saying
We’re excited to get our engagement with Canoe officially started. After implementing the Canoe and Addepar platforms in tandem, we see the potential to automate upwards of 90 percent of our data processes via the integration. With this combination of tech enhancing our team’s efficiency, we anticipate eliminating reporting errors, significantly improving our time to analytics, and enabling us to service a greater number of clients with the same amount of resources.
Automate up to 90% of your data processes.
Ready to transform your family office operations?
Frequently Asked Questions
Canoe seamlessly connects with downstream systems through flexible APIs and file delivery options. Regardless of the solution you’re using, we’ll integrate into your workflow—not disrupt it. Our system-agnostic approach ensures your data flows exactly where you need it. Schedule a demo to explore your specific integration needs.
Canoe maintains bank-grade security protocols and holds leading industry certifications. Our platform encrypts all data in transit and at rest, with comprehensive access controls and audit trails. Plus, our technology can be hosted in various configurations to meet your specific security requirements. Let’s discuss how we can meet your security and compliance needs.
You’ll be guided by a dedicated Client Project Manager and Relationship Manager, who will work with your team to deliver a white-glove experience. They ensure a smooth integration, tailoring Canoe to your unique needs and timelines.
Implementation varies drastically depending on scope. Our implementation team has mastered rapid deployment across 350+ organizations, handling portfolios of all sizes and complexities. The process is highly hands off for clients, with our shared intelligence ensuring you benefit from day one.
