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Family offices have a critical need for increased efficiency and automation of the otherwise manual activities associated with alternative investment data collection. We are excited to leverage Canoe’s automated workflow processes to enable our clients to receive extracts of their alternative investment data across statements, funds, and managers for electronic import into the Archway Platform.

Paul Freeland,
Managing Director of SEI Family Office Services
Ripples 1 (1)

We’re partnering with a leading provider in the field. We really appreciate that the innovation hasn’t stopped—Canoe has the strength and the vision to innovate.

Martin Zahner,
General Manager of Investment Solutions at Apliqo
Ripples 2

We have witnessed firsthand how increasingly difficult it has become for investors, family offices, and RIAs of all sizes to find and retain talent. Canoe Pro provides firms with an innovative technology platform operated by a dedicated team of data solutions experts through one contract. Our mission is to reset the industry standard for data management services, and Canoe has become an integral tool supporting our team’s efforts towards this goal.

Ryan Loughran,
Founder of Amplify

A system-agnostic, client-first approach.

No matter your needs, Canoe employs a system-agnostic approach to working with partners of all kinds. We streamline and automate the ingestion, categorization, extraction, validation, and delivery processes for those dealing with alternative investments, so clients can uncover new efficiencies and focus on what matters most.

SERVICE PARTNERS

Services on top of Canoe’s platform

Canoe technology empowers Service Partners to enhance their products and services, facilitating growth and scalability, while also supporting clients in operating their own Canoe instances for optimized performance.

TECHNOLOGY PARTNERS

Sources of and destinations for Canoe documents and data

Canoe technology serves as a versatile solution for Technology Partners, enabling seamless integration of multiple LP clients for Upstream Partners and facilitating optimized workflows through document and data delivery to Downstream Partner systems.

NETWORK PARTNERS

Firms serving the alternative investment industry

Canoe cultivates relationships with all types of firms serving similar clients to share ideas, establish best practices, and look for new ways to collaborate and partner.

The Canoe Partner Ecosystem

The Canoe Partner Program creates an ecosystem of technology and service partners that deliver effective integrations and remove points of friction in our clients’ workflows. Working closely with our partners, we identify mutual business goals and opportunities, optimize client experiences, and act as trusted consultants, advocates, and advisors.

Advyzon provides comprehensive, intuitive, cloud-based wealth management technology and investment management services for independent financial advisors and registered investment advisors (RIAs). An integration with Canoe is in progress, so please reach out to your Canoe Sales Executive or Relationship Manager if you are interested.
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Alpha Alternatives (formerly Lionpoint Group) is a leading global consulting firm delivering operations transformation and technology enablement solutions to the alternative investments market. Together, Canoe and Alpha Alternatives collaborate to design, deliver, and implement solutions that streamline alternative investment workflows for mutual clients. Alpha Alternatives is also a Canoe Pro Partner, combining Canoe’s industry-leading alternative investment technology with specialized support from individuals at Alpha Alternatives who have deep expertise in Canoe and relevant downstream systems at the enterprise level.
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Amplify Advisory Solutions is an independent, outsourced service provider operating on behalf of institutional investment offices with the goal of helping them realize the strategic value of SaaS technology. The strategic partnership streamlines Amplify’s alternative investment data management service powered by Canoe’s automated technology.

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Bipsync is a Research Management System purposefully designed to optimize end-to-end research management processes connecting investment front and back offices. Documents are systematically transferred from Canoe to Bipsync via technical API integration for utmost efficiency, security, and automation. The collaboration between Bipsync and Canoe streamlines and automates the investment document collection and categorization processes for mutual clients, and delivers superior content management for investors to make more informed investment decisions.
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Deviate Consulting is a professional services firm that focuses on software selection, implementation, and back-office services for single and multi-family offices. Canoe and Deviate collaborate to support family offices through the process of implementing Canoe’s technology. For family offices seeking dedicated support to facilitate a new technology project, this partnership is designed to supplement their internal resources and capabilities as it relates to technology selection and adoption. Deviate Consulting is also a Canoe Pro Partner, combining Canoe’s industry-leading alternative investment technology with specialized support from individuals at Deviate Consulting who have deep expertise in Canoe and relevant downstream systems like SEI Archway.
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Ellevate is a team of industry experts with a combined 80 years of experience in the wealth technology and management industry. For wealth management businesses with investments in alternative assets, Canoe and Ellevate collaborate to provide a turnkey experience. Whether clients lack in-house resourcing or expertise to manage Canoe or are looking for an end-to-end alternative reporting solution, Canoe and Ellevate can work together to ensure mutual clients are getting the full ROI on their technology spend. Ellevate is also a Canoe Pro Partner, combining Canoe’s industry-leading alternative investment technology with specialized support from individuals at Ellevate who have deep expertise in Canoe and relevant downstream systems like Black Diamond.
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KnowLedger is a data service that moves data from portfolio accounting systems and custodians with a rules-based approach that ensures accuracy, completeness, and data confidence. An integration with Canoe is in progress, so please reach out to your Canoe Sales Executive or Relationship Manager if you are interested.
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Prime Buchholz specializes in creating customized portfolios for a diverse institutional client base, including educational institutions, public and private foundations, hospitals, schools, pensions, cultural/faith-based organizations, and family offices. Over the years, the firm has developed advanced technology solutions to enhance its advisory services, providing clients with extended back and front office support to further deepen their relationships and provide solutions to an evolving investment landscape. Prime Buchholz is also a Canoe Pro Partner, combining Canoe’s industry-leading alternative investment technology with specialized support from individuals at Prime Buccholz who have deep expertise in Canoe and relevant downstream systems like Solovis.
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QPLIX provides a leading software platform for the digital management of complex assets. Its clients include single and multi-family offices as well as foundations, investment funds, asset managers, institutional investors and private banks from the entire EMEA region. The QPLIX platform maps the entire range of liquid and illiquid asset classes as well as complex client structures and consolidates the data of all assets in one database ("single source of truth"). The software allows for real-time analyses at any time, either via the individual client portal or the app and ships with an integrated order management suite.

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SEI (NASDAQ: SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions designed to help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. Through this strategic partnership with Canoe, automated workflows, such as document collection, data extraction, and data delivery, can be integrated into SEI’s proprietary Archway Platform, allowing its users to achieve greater efficiency in their alternative investment data processing. By leveraging these integrated tools, clients are able to seamlessly input, track, and report on alternative investment data as a part of their broader investment portfolios.
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Designed for the unique demands of multi-asset class portfolio management, Nasdaq Solovis eliminates fragmented portfolio views by synthesizing a single platform that empowers analysis from all angles. Gain a holistic view of multi-asset class portfolios and leverage robust analytics and reporting tools to administrative oversight of transactions, audit records, and activities.
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Venn is Two Sigma's portfolio analytics platform used by asset owners, asset managers, and advisors. Venn applies Two Sigma's expertise in research, data science, and technology to modernize the analytics experience for institutional investors, helping them embrace a quantitative approach to multi-asset portfolio risk and investment decision making. The tools available in Venn help investors perform factor-based risk analysis to inform manager due diligence, investment evaluation, and portfolio construction.
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Learn more about the Canoe Partner Program and help build the alternatives data ecosystem with Canoe.

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