Alts tech purpose-built for wealth managers
Automate your alts document and data management workflows with Canoe.
Why wealth managers choose Canoe
Never miss a capital call again
Automatically collect and track all of your post investment documents with full transparency and data visibility.
Eliminate error-prone, manual workflows
Get your team out of the trenches of document and data extraction by automating your processes.
Power downstream systems & workflows
Push your clean, reliable alts data into any cashflow workstream or downstream system with ease.
94%
reduction in time spent collecting and processing documents and data
500+
portal connections and ecosystem integrations
20x
increase in the number of allocations processed by each employee
Our breadth of experience working with wealth managers
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, over 200 leading wealth managers, including MFOs, RIAs, and Private Banks are leaning on Canoe to automate their alternative data management.
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Trusted by the world's largest and most sophisticated wealth managers
With over 200 wealth managers leveraging Canoe, we are uniquely positioned to partner with you to solve complex problems with automation while safeguarding your data with our multi-layered data security infrastructure.
An extension of your investment operations team
The investment operations team is to ensure that they are making the best decisions possible for the portfolio. With Canoe's tech and breadth of industry experience in your corner, your operations team can have the confidence to lean on Canoe to streamline their alts data management workflows.
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TESTIMONIALS
What our clients are saying
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“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." SVP & Head of Advisory Technology at Wealthspire Advisors
"Canoe enabled a 50% increase in the number of client investment positions without any additional human capital within the first 7 months of implementation." Director of Client Services & Operations at Align Impact
"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." Director of Client Operations at Lake Street Advisors
"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." Chief Financial Officer at Legacy Knight MFO
How Canoe works for wealth managers
Automated document collection and centralized storage: Quickly and securely collect documents from email inboxes, portals and store all in one convenient location.
Track documents and receive alerts: Automatically track all documents from your GPs and configure alerts to action important documents immediately.
Control workflows and leverage more data: Enable full transparency and unlock data for use across the organization; including cashflows and bank detail workflows.
Augment your team's productivity: Leverage Canoe to scale your operations staff and enable higher impact tasks.
Implementation process: Our simple, straightforward onboarding and implementation process requires limited resources for our clients thanks to our robust fund master, ultimately giving our clients a faster time-t0-value.
For more information the implementation process, please click here to learn more.
Data security: We have over 275 clients that trust us with their sensitive information. With that responsibility, we have implemented 8 layers of protection to ensure the safety and privacy of that data, including access controls, authentication, compliance with security standards, and more.
For more information on our data security practices, please click here to learn more.
Partners & Integrations: We have a system-agnostic approach which allows us to maintain a healthy partnerships and integrations ecosystem, which includes our robust API and Snowflake integration.
You can see our robust partnerships and integrations by clicking here.
Smarter alts data management starts with Canoe
See how Canoe is helping other wealth managers manage their alts data at scale.