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Integrations

Canoe Intelligence

Automatically sync alternative investments and ownership data from Addepar to Canoe, and deliver portfolio transactions and alternatives data from Canoe directly into Addepar.

Last updated: 03-26-2024

Sync investments and ownership between systems
  • Load alternative investments and their ownership details directly into Canoe and maintain them automatically.
Gather source documents with Canoe
  • Canoe has a technology-based document collection service that will pull your statements and notices directly from portals or emails.
Easily update alternatives data
  • With Canoe’s Shared Intelligence, you can gain immediate access to all of your alternative investment data. Then with the integration, deliver that data directly into Addepar on-demand or on a schedule.
Keep documents at your fingertips
  • While the integration does not support file transfers, you can automatically categorize, rename, and save your documents in Canoe’s cloud-based repository for centralized storage and convenient sharing.