Partner with Canoe.
Establish community. Improve connectivity. Strengthen relationships.
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.
Managing Director of SEI Family Office Services
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.
General Manager of Investment Solutions at Apliqo
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.
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
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
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
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.
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.
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.
Amplify is also a Canoe Pro Partner, combining Canoe’s industry-leading alternative investment technology with specialized support from individuals at Amplify who have deep expertise in Canoe and relevant downstream systems like Addepar.
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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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Holland Mountain works exclusively with Private Capital managers, supporting them on their journey to ‘Data as an Asset’. Managers looking to improve their operating model can leverage their strategic advisory services, systems selection support, or implementation services. Holland Mountain’s ATLAS platform harmonizes data from multiple sources and systems, including Canoe, for consolidated analysis and reporting.
InfoGrate, Inc. is a boutique consulting firm that provides a retained/outsourced CTO and Development Team for Single and Multi-Family Offices. The close relationship between Canoe and InfoGrate will serve to better enable the mutual client experience. While highly technical and detail oriented, InfoGrate still starts each project at the top level with a focus on value and efficiency—two high-priority focuses shared by the Canoe team.
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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Versoft is a leading consulting firm and prominent builder of custom solutions and integrations for the investment management industry. The company offers its plethora of resources to update, streamline, and optimize workflows and reports for a diverse array of clients across the globe. The Canoe x Versoft partnership will facilitate collaboration across additional vendors to streamline operational workflows and seamlessly integrate alternative investment data.
