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: 08-15-2023
Sync investments and ownership between systems
Gather source documents with Canoe
Easily update alternatives data
Keep documents at your fingertips
Required access level
Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.View Configuration Guide
Create a new user in Addepar
Create an integration-specific user in Addepar and generate a key and secret.
Enter information into Canoe
In Canoe, navigate to the Intelligent Document Center where you can enter the key and secret.
Sync data between systems
Initiate or schedule a sync of ownership and transactions data in Canoe, and start seeing your data in Addepar.