Redefine excellence in asset servicing.
Layer unmatched expertise in data extraction, validation, and delivery to downstream systems for clients wordwide, at scale.
Canoe for leaders in asset servicing.
Upgrade your internal downstream systems and processes
Automate workflows across departments and teams with ease while gaining access to deeper data insights. Elevate your entire operation.
A single source of truth
Drive efficiency firm-wide by centralizing redundant document collection and data management work.
Enhance client service and reporting capabilities
Deliver more comprehensive, timely insights to your clients with access to granular alts data. Strengthen relationships and add value through improved reporting and analytics.
LP POSITIONS OPTIMIZED
empowering precise decision-making and portfolio-wide insights for our diverse client base
FUNDS INGESTED
accelerating onboarding and enhancing accuracy
DATA POINTS EXTRACTED
Delivering excellence with a true tech-first approach to document management.
Versed on the full spectrum of alts
With 350+ LP clients—from bespoke SFOs to the largest institutions in the world—Canoe is uniquely positioned to scale your internal operations while safeguarding client data behind our multi-layered data security infrastructure.
Extend your team's capabilities
Canoe’s cutting-edge solutions free your team from tedious, error-prone tasks, allowing them to focus on higher-value activities that drive client satisfaction and business growth. Merge with our industry expertise and transform your alts processes to stay ahead in a competitive market.
Smarter alts data management starts with Canoe.
Discover how Canoe is helping other asset servicers manage alts data at scale.
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.