Canoe Intelligence

Category: Family Office Software

Headquarters: Global

Customers: 425+

Website: https://www.canoeintelligence.com

Canoe Intelligence is at the forefront of redefining alternative investments through innovative technology solutions tailored to streamline data management processes for family offices and institutional investors. The company focuses on automating document collection and data management, allowing clients to efficiently navigate the complexities of alternative investments. Canoe's platform is designed to enhance operational efficiency, transparency, and decision-making capabilities by providing users with unparalleled insights into their alternative investment portfolios.

Canoe Intelligence offers a suite of solutions, including Canoe Connect, Canoe Intelligence, Canoe Asset Data, Canoe Tax, and Canoe Pro. These solutions are specifically engineered to automate and simplify the management of alternative investment data, reducing the time and resources traditionally required for these processes. By automating data extraction and processing, Canoe empowers its clients to focus on strategic decision-making rather than time-consuming manual data handling.

Key features of Canoe's platform include effortless document retrieval, uncovering hidden insights, streamlining complex workflows, and ensuring data peace of mind. With over 500 connected portals, Canoe has dramatically slashed document retrieval time by up to 94%, allowing clients to spend more time on analysis and less on data collection. The platform supports over $9 trillion in assets under advisement (AUA) and has ingested over 44,000 funds, demonstrating its robust capabilities in handling large volumes of data with precision.

Canoe serves a diverse client base that includes wealth managers, institutional investors, family offices, capital allocators, and global asset servicers. Notable clients such as Prime Buchholz, Align Impact, and Hermes GPE have leveraged Canoe's technology to transform their processes, achieve significant time savings, and enhance data accuracy. Partnerships and integrations with various industry leaders further bolster Canoe's ability to deliver comprehensive solutions tailored to the needs of its clients.

Canoe's platform is built on a system-agnostic approach, allowing for seamless integration with existing systems and processes. This adaptability ensures a smooth transition for clients and enhances the platform's utility across different technological environments. Canoe provides a comprehensive API, enabling clients to integrate the platform's capabilities within their own applications, thereby creating a robust and repeatable process for daily data updates.

Key Features

Canoe Intelligence's platform offers a comprehensive suite of capabilities designed to automate and enhance the management of alternative investments for family offices. The platform's primary value proposition lies in its ability to streamline complex workflows and provide actionable insights through a cloud-based, system-agnostic approach.

Effortless Document Retrieval
Uncover Hidden Insights
Streamline Complex Workflows
Data Peace of Mind
Supercharge Productivity
Seamless Data Delivery
Canoe Connect
Canoe Intelligence
Canoe Asset Data
Canoe Tax
Canoe Pro
Intuitive Dashboards
Proactive Alerts
100% Data Accuracy
API Integration

Use Cases

Canoe Intelligence caters to a wide range of clients, including single-family offices, multi-family offices, and institutional investors. The platform is designed to automate portfolio management and enhance reporting capabilities, thereby improving operational efficiency and decision-making processes.

Automate portfolio reporting for quarterly family meetings
Streamline document retrieval for alternative investments
Enhance data accuracy for investment decision-making
Integrate alternative investment data into existing CRM systems
Reduce time spent on manual data entry by up to 75%
Transition data processors to data managers
Improve analysis and forecasting capabilities
Manage increased volumes of alternative investments with existing resources
Facilitate daily data updates through robust API integration

Integrations

Canoe Intelligence offers flexible integration capabilities through its comprehensive API, allowing for seamless data connectivity and system compatibility. The platform supports integration with various industry-standard protocols and has established partnerships with key players in the ecosystem.

Prime Buchholz
Align Impact
Hermes GPE
Bloomberg
Factset
Custodians
Banks
Capital Allocators
Wealth Managers
Global Asset Servicers