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Canoe’s cloud-based platform enables real-time document and data access, tracking and notifications with connectivity to email inboxes, portals and data rooms. Delivering structured alternative investment data for client reporting and analysis.
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Canoe's machine learning based shared intelligence instantly categorizes documents, immediately maps and extracts unstructured data, eliminating manual entry workflows. The user-friendly interface enables transparency into 100% of the process.
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Unlock your alternative data and leverage Canoe's compatibility with leading wealth management reporting and analytics systems.
Product Description
About this Product
Canoe automates reporting workflows for alternative investments:
- Automated document Ingestion, categorization and tracking.
- Instant data extraction, validation and delivery.
- Compatibility with leading reporting systems.
About Canoe Software
Canoe Intelligence is purpose-built technology that allows advisors to unlock alternative investment data for streamlined client reporting. Canoe eliminates manual document management and data entry allowing advisors to reimagine operational workflows, refocus capital and human resources on business performance and growth. By combining industry expertise with sophisticated data capture technologies, Canoe automates the digitization of unstructured reporting documents into structured data compatible with leading reporting platforms. Beginning in 2013 within a private investment firm, Canoe’s machine learning and AI-driven platform is now relied upon by hundreds of advisors, wealth managers, institutional investors, service providers, family offices, and allocators.
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.