Canoe vs Asora
You are looking for alternatives to Canoe. Here you can compare the best data management and aggregation systems and other family office technologies based on our annual benchmark and comparison surveys.
Canoe
Category
Private Markets
New York-based Canoe redefines alternative investment data processes for family offices and wealth managers by combining industry expertise with sophisticated data capture technologies. Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can scale their private market exposure by refocusing capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data.
Read moreAsora
Category
Data Aggregation
Denmark’s new entrant Asora securely connects and aggregates clients’ data to provide benchmarking, risk and performance reporting that is easy on the eye. Asora’s platforms allows it to track and monitor both private and liquid assets while the mobile app provides a compelling experience to the principals. Data coverage and quality is a cornerstone, and as an open platform Asora seamlessly integrates with other systems.
Read moreCompany
Employees
- 155
Revenue
–
Founded
- 2017
Ownership
- Key staff have ownership
- Owned by management
- External investors
Incorporated
- United States of America
Location
- New York City
Top markets
- United States of America
- United Kingdom
- Switzerland
- Luxembourg
- Israel
Total AUM
–
Avg. AUM per client
–
- 11-50
–
- 2020
- Owned by management
- Key staff also have ownership
- Ireland
- Dublin
- United Kingdom
- Luxembourg
- Ireland
- Channel Islands (Jersey, Guernsey)
–
–
Client
Focus
- Single-family offices
- Multi-family offices
Serves also
- Single family offices
- Investment & financial advisors (RIAs/IFAs)
- Fund managers
- Banks
Number
- 100+ wealth managers and 200+ client firms
Single family offices
- Individual wealth owners
- Single family offices
- Multi-family offices
–
Product
Main Tasks
- Automation
- Document collection & management
- Data extraction
Top features
- Transparency
- Alternatives/Private markets
Assets supported
- Private equity & direct investments
- Bankable or financial assets & funds
Compliance
–
Whitelabel
- Yes
- Consolidated Reporting
- Data Aggregation
- Data
- Governance
- Portfolio Management
- Digital Excellence
- Ability to Whitelabel
- Full Multi-Currency Support
- Mobile App
- Proven Agility
- Visionary Purpose
- Bankable or Financial Assets & Funds
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
- Private Equity & Direct Investments
- Real Estate
- GDPR
- Yes
Technology
Type of software
- SAAS
- Fully standalone
Security
–
Ecosystem
–
Integrations
Canoe is technology agnostic when it comes to integrations.
Mobile App
- No
- SAAS
–
- Microsoft
- MS Excel
- Refinitiv
- Morningstar
- Factset
- Yes