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.

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.