Canoe Ecosystem

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.