Partner with Canoe.
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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.
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.
Addepar is a wealth management platform specializing in data aggregation, flexible analysis, and dynamic reporting for even the most complex portfolios. Automatically sync alternative investments and ownership data from Addepar to Canoe, and deliver portfolio transactions and alternatives data from Canoe directly into Addepar.
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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.
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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Apliqo LP Portfolio Management (LP PM) offers an intuitive and dynamic analytics platform for private market investors and is used by thousands globally for reporting, budgeting, and planning. Leveraging Canoe’s open APIs, Apliqo pulls documents and data collected, categorized, extracted, and validated by Canoe into their system for aggregation, analysis, and reporting.
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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Hamilton Lane’s Cobalt LP™ software powers private markets research, investment due diligence, portfolio analytics and reporting. The firm partners with Canoe to provide a technology solution to automate and streamline its alternative investment data infrastructure.
Conway enables financial advisors to be able to invest their clients into alternatives. They have an investible alternatives platform, creating private funds for advisors to aggregate client capital for investment into one or more funds and providing research and education around alternatives investing in vehicles that can accommodate varying levels of investor accreditation. An integration with Canoe is in progress, so please reach out to your Canoe Sales Executive or Relationship Manager if you are interested.
Exchangelodge is a data integration platform built for the alternative investment industry. Through a fully automated API integration, Exchangelodge consumes the extracted data and documents from Canoe to fill in any data gaps and intelligently identify, cleanse, review, and approve any data discrepancies or anomalies. This results in enriched and trustworthy data delivered to other internal systems for reporting and analysis.
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iPaladin is a secure cloud-based digital operating system that unifies and streamlines the complex operations of modern single and multi-family offices. An integration is available where Canoe automates document collection; iPaladin seamlessly integrates them into a unified system. Tasks are triggered automatically, compliance processes are updated in real-time, and key team members are alerted to act.
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K1x is the leading data distribution platform for alternative investments. The fintech company’s AI-powered SaaS solution digitizes and distributes data—seamlessly connecting investors, advisors, tax software, portals, accounting firms, IRS, and state taxing authorities. Through this partnership, Canoe and K1x are providing clients with an end-to-end K-1 solution. Canoe Tax streamlines the management of common tax documents, including Form 1099, Form 8621, Form ADV, and state and federal K-1 and K-3, among others.
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.
Mammoth Technology provides cutting-edge financial technology solutions that empower Registered Investment Advisors and Fund Managers to streamline their operations and enhance client service. The partnership facilitates seamless integration of data across clients’ pre- and post-investment workflows across Mammoth and Canoe. An integration with Canoe is in progress, so please reach out to your Canoe Sales Executive or Relationship Manager if you are interested.
Osyte is a liquidity management solution for alternatives & private assets commitments, and a total portfolio asset allocation management solution for single-family offices, multi-family offices, outsourced CIOs, wealth managers, and institutional asset owners. 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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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.
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.
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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SimCorp is a truly global technology leader that empowers more than half of the world’s top 100 financial companies through its integrated platform, services, and partner ecosystem. By combining Canoe’s industry-leading technology for alternatives data management with SimCorp’s integrated front-to-back investment management platform, SimCorp Dimension, SimCorp clients are empowered with more actionable data, intelligence, and operational efficiency.
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.
SS&C Black Diamond® Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management professionals and their clients. Canoe ingests reporting documents from multiple sources, systematically categorizes and saves the documents, then applies business, accounting, and investment rules to extract and validate the necessary data elements. The solution then formats the clean and accurate data for import into Black Diamond and other SS&C systems.
