Elevate client relationships with smarter document automation.
Canoe streamlines back-office processes for wealth managers, allowing them to answer questions proactively and focus more on personalized client strategies.
Canoe for wealth managers.
Never miss a beat on capital calls
Automate document collection and tracking to stay on top of upcoming commitments.
Eliminate error-prone, manual workflows
Get your team out of the trenches of document and data extraction by automating tedious processes.
Power downstream systems & workflows
Seamless integrations ensure critical information flows effortlessly into existing systems, empowering smarter, faster decisions.
TIME REDUCTION
reported by clients for documents and data processing tasks
CONNECTIONS ESTABLISHED
native integrations with portals and downstream systems
AUA SUPPORTED
powering better decisions across the alts ecosystem
Wealth management is in our DNA.
Incubated within a wealth management firm
Canoe was founded in 2013 within a wealth management firm to alleviate some of the most common pain points around document collection and data extraction. Fast forward to today, MFOs, RIAs, and Private Banks are leaning on Canoe to automate their alternatives data management.
Trusted by the titans of wealth management
With 175+ wealth managers on board, we’re uniquely equipped to tackle your most complex challenges while safeguarding your data with our our multi-layered data 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, your operations team 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
Our client operations team handles subscription documents for new LP positions for clients. They have incorporated Canoe into their regular process for adding new LPs.
Canoe enabled a 50% increase in the number of client investment positions without any additional human capital within the first 7 months of implementation.
Since implementing Canoe, we were able to produce all of our clients’ investment reports with improved accuracy and in a shorter time period than we had been able to over the previous five years with our outsourced solution.
As a company that provides white-glove service to our investors, we’d be juggling growing the business and providing our investors with new and amazing alternative investments. With Canoe, we do not have to choose. Utilizing Canoe has automated the back office workflow and enabled us to move full steam ahead with our plans for growth.
Smarter alts data management starts with Canoe.
See how Canoe is helping other wealth managers manage their 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.
