Canoe Intelligence and Confluence Technologies collaborate
03 February 2026 US
Image: Mer_Studio/adobe.stock.com
Canoe Intelligence, a platform for smarter alts management, and?Confluence Technologies, a global technology solutions provider delivering investment data management automation, has formed a partnership.
The move will see the integration of Canoe Connect and Canoe Intelligence with Confluence PARis — a portfolio analytics and reporting information system.
The collaboration delivers an AI-powered, end-to-end data automation workflow for asset allocators and asset owners managing alternative portfolios.
By connecting Canoe’s document collection and data extraction with PARis’ analytics and reporting capabilities, the integration automates the aggregation of alternative investment data, accelerating plan analysis, and enabling higher-quality reporting.
The partnership includes a fully automated data integration between the two platforms, allowing Confluence and Canoe to deliver a seamless, cohesive user experience for shared clients.
Confluence will also launch a version of the solution that will be available directly to its clients via the PARis interface.
Rob Norcross, vice president of product, Confluence PARis, notes: “By combining Canoe’s AI-native data automation with Confluence’s institutional-grade analytics, we eliminate manual bottlenecks and enable straight-through portfolio reporting,”
“Together, we’re helping clients achieve deeper insight, stronger governance and faster decision-making.”
Christopher Jones, chief revenue officer at Canoe, adds: “We are building this integration to serve institutional investors, including many mutual clients.
"Not only are we simplifying complexity, but we’re also offering flexibility in how they access our technologies so these investment professionals can focus on what matters — performance and results.”
The move will see the integration of Canoe Connect and Canoe Intelligence with Confluence PARis — a portfolio analytics and reporting information system.
The collaboration delivers an AI-powered, end-to-end data automation workflow for asset allocators and asset owners managing alternative portfolios.
By connecting Canoe’s document collection and data extraction with PARis’ analytics and reporting capabilities, the integration automates the aggregation of alternative investment data, accelerating plan analysis, and enabling higher-quality reporting.
The partnership includes a fully automated data integration between the two platforms, allowing Confluence and Canoe to deliver a seamless, cohesive user experience for shared clients.
Confluence will also launch a version of the solution that will be available directly to its clients via the PARis interface.
Rob Norcross, vice president of product, Confluence PARis, notes: “By combining Canoe’s AI-native data automation with Confluence’s institutional-grade analytics, we eliminate manual bottlenecks and enable straight-through portfolio reporting,”
“Together, we’re helping clients achieve deeper insight, stronger governance and faster decision-making.”
Christopher Jones, chief revenue officer at Canoe, adds: “We are building this integration to serve institutional investors, including many mutual clients.
"Not only are we simplifying complexity, but we’re also offering flexibility in how they access our technologies so these investment professionals can focus on what matters — performance and results.”
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