Elevate client relationships with smarter document automation.
How leading RIA’s automate their alts document and data management.
Why RIA's choose Canoe to automate their alts management.
Real time document collection and tracking
Automatically collect and track all of your post investment documents with full visibility into your account statements, transaction notices, K1’s, and more.
Control your data with 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
Push your clean, reliable data into any downstream system or cashflow workstream with total transparency into your data.
Incubated within a wealth management firm.
Canoe was founded in 2013 within a family office, Portage Partners, to alleviate some of the most common pain points around document collection and data extraction. Fast forward to today, over 200 leading wealth managers are leaning on Canoe to automate their post-investment document and data management.
Trusted by the world's largest and most sophisticated investors.
With over 350 investors leveraging Canoe, we are uniquely positioned to partner with you to solve complex problems with automation while safeguarding your data with our multi-layered data security infrastructure.
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 operations?
Frequently Asked Questions
We have over 350 clients that trust us with their sensitive information. With that responsibility, we have implemented 8 layers of protection to ensure the safety and privacy of that data, including access controls, authentication, compliance with security standards, and more. For more information around data security, click here.
Automated document collection and centralized storage: Quickly and securely collect documents from email inboxes, portals and store all in one convenient location.
Track documents and receive alerts: Automatically track all documents from your GPs and configure alerts to action important documents immediately.
Control workflows and leverage more data: Enable full transparency and unlock data for use across the organization, including cashflows and bank detail workflows.
Augment your team’s productivity: Leverage Canoe to scale your operations staff and enable higher impact tasks.
Our simple, straightforward onboarding and implementation process requires limited resources for our clients thanks to our robust fund master database, ultimately giving our clients a faster time-to-value.
